Investment Consultant - Rockville, MD

Fidelity Investments • Rockville, MD

153d • $56,000 - $72,000 • Hybrid

About The Position

As an Investment Consultant at Fidelity, 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 concentrate on providing investment solutions and nurturing relationships with a dedicated local advisor. You will utilize Fidelity's planning tools and guidance to facilitate financial planning discussions, ensuring that client needs are met effectively. This position emphasizes the importance of communication and relationship-building over merely sourcing new customers.

Requirements

• Series 7 & 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 a CFP are helpful; if not already obtained, the Tuition Reimbursement program can assist in acquiring one.
• Comprehensive understanding of various investment solutions and the ability to educate customers on their values and differences.
• Outstanding communication and consultative skills, thriving in a fast-paced work environment.

Nice To Haves

• Experience in the financial services industry.
• Previous roles involving client relationship management or financial advising.

Responsibilities

• Develop customized financial plans using Fidelity's planning tools and a wide range of products and services.
• Engage in financial planning discussions with clients, presenting solutions that meet their needs.
• Conduct efficient one-on-one appointments with clients, planning for follow-up after appointments.
• Grow relationships through proactive outreach, understanding clients' goals and referring them to wealth management partners as needed.
• Utilize Fidelity's guidance tools to navigate financial planning effectively.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.
• Training opportunities in-branch, regionally, nationally, and virtually.

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