Investment Consultant - Paramus, NJ
Fidelity Investments•Paramus, NJ
344d•Hybrid
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About The Position
As an Investment Consultant at Fidelity, you will work in our Investor Center to develop customized financial plans using a wide range of products and services. Your role will focus on engaging with existing clients and warm leads, allowing you to provide investment solutions and grow relationships with a dedicated local advisor. You will utilize Fidelity's planning tools and guidance to present solutions that best meet client needs, conduct efficient one-on-one appointments, and proactively reach out to clients to understand their goals and objectives.
