Investment Consultant - San Jose, CA

Fidelity Investments • San Jose, CA

201d • $56,000 - $72,000

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 guidance tools to conduct financial planning discussions and present solutions that best meet client needs. This position requires in-person attendance at the assigned Branch location.

Requirements

• Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred.
• Ability to acquire necessary licenses quickly upon hire.
• Degree and/or professional certifications such as CFP are helpful.

Nice To Haves

• Comprehensive understanding of various investment solutions.
• Outstanding communication and consultative skills.
• Ability to thrive in a fast-paced work environment.

Responsibilities

• Develop customized financial plans using Fidelity’s planning tools.
• Engage with existing clients and warm leads to provide investment solutions.
• Conduct one-on-one appointments efficiently to maximize client time.
• Grow relationships through proactive outreach and understand clients’ goals.
• Refer clients to a wealth management partner based on their needs and financial complexity.

Benefits

• Comprehensive health care coverage.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree