Investment Consultant - Red Bank, NJ

Fidelity Investments • Shrewsbury, NJ

373d • Hybrid

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.

Requirements

• Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, or ability to acquire quickly upon hire.
• Degree and/or other professional certifications such as a CFP are helpful.
• Comprehensive understanding of various investment solutions.
• Outstanding communication and consultative skills.

Nice To Haves

• Experience in financial services industry.
• Ability to thrive in a fast-paced work environment.

Responsibilities

• Engage in financial planning discussions by presenting solutions and service offerings that best meet client needs.
• Prepare for and conduct efficient one-on-one appointments using technology.
• Grow relationships through proactive outreach and refer clients to a wealth management partner based on their needs.
• Work directly with clients to help them make investment decisions that are in their best interest.

Benefits

• Competitive total rewards package including a stable base salary.
• Training in-branch, regionally, nationally, and virtually.
• Tuition Reimbursement program for obtaining certifications.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree