Investment Consultant - Jacksonville, FL

Fidelity Investments • Jacksonville, FL

17h • Onsite

About The Position

Working in a Fidelity Investor Center, the Investment Consultant develops customized financial plans using a range of products, services, and Fidelity planning tools. The consultant engages with existing clients and warm leads rather than sourcing new customers, focusing on investment solutions and relationship growth with a dedicated local advisor. They work directly with clients to support investment decisions in the clients’ best interests, using Fidelity’s planning and guidance resources to present and implement solutions suited to client needs.

Requirements

• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or be able to acquire Series 66 upon hire.
• Have a comprehensive understanding of various investment solutions.
• Have exemplary interpersonal and relationship-building skills.
• Show initiative and a willingness to exceed expectations.
• Have outstanding communication and consultative skills.
• Thrive in a fast-paced work environment.

Nice To Haves

• A degree, equivalent experience, or other professional certifications.

Responsibilities

• Develop customized financial plans using Fidelity products, services, and planning tools.
• Work directly with clients to help them make investment decisions in their best interests.
• Use Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions aligned with client needs.
• Use technology to prepare for and conduct one-on-one appointments and follow up on planning.
• Grow relationships through proactive outreach and by understanding clients’ goals and objectives.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate clients about the values and differences of various investment solutions.

Benefits

• Competitive total rewards package, including a stable base salary.
• Tuition reimbursement program that can help obtain a CFP, degree, or equivalent credential.
• Training in-branch, regionally, nationally, and virtually.
• Professional flexibility, growth, and support.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed