Investment Consultant - Reston, VA

Fidelity Investments • Reston, VA

267d • Hybrid

About The Position

As an Investment Consultant at Fidelity Investments, you will play a crucial role in developing customized financial plans for clients using a variety of products and services. Your focus will be on engaging with existing clients and warm leads, allowing you to provide investment solutions and grow relationships with a dedicated local advisor. This position emphasizes the importance of effective communication and client engagement, rather than merely sourcing new customers.

Requirements

• Series 7 and 63 licensed; Series 65 or 66 and appropriate state registrations preferred, or ability to acquire quickly upon hire.
• Degree and/or professional certifications such as CFP are helpful; tuition reimbursement available for obtaining a CFP or degree.
• 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

• Develop customized financial plans using Fidelity's planning tools and a wide range of products and services.
• Engage in financial planning discussions by presenting solutions that meet client needs.
• Conduct efficient one-on-one appointments with clients, utilizing technology to maximize their time.
• Grow relationships through proactive outreach to understand clients' goals and objectives.
• Refer clients to wealth management partners based on their needs and financial complexity.

Benefits

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