Investment Consultant - Clearwater, FL

Fidelity • Clearwater, FL

3d

About The Position

The Investment Consultant works in a Fidelity Investor Center, developing customized financial plans with a wide range of products, services, and Fidelity planning tools. The role focuses on existing clients and warm leads rather than sourcing new customers, helping clients make investment decisions that are in their best interest and building relationships with a dedicated local advisor.

The consultant uses Fidelity’s planning and guidance resources to discuss clients’ goals, recommend and implement appropriate investment solutions, and create a lasting impact on their financial futures. The role includes proactive outreach, efficient one-on-one appointments, effective follow-up planning, and referrals to wealth management partners when clients’ needs or financial complexity warrant them.

Fidelity provides training in-branch, regionally, nationally, and virtually. The position is part of a firm that emphasizes client-focused communication, professional flexibility, growth, and support. Fidelity states that it will not provide immigration sponsorship for this position. The company is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations vary and may evolve.

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 and the ability to educate customers about their values and differences.
• Have exemplary interpersonal skills and the ability to grow relationships.
• Demonstrate initiative and a willingness to exceed expectations.
• Have outstanding communication and consultative skills and thrive in a fast-paced work environment.

Nice To Haves

• A degree, equivalent experience, or other professional certifications are beneficial.
• Interest in obtaining a CFP, degree, or equivalent credential; Fidelity’s tuition reimbursement program can help support this.

Responsibilities

• Develop customized financial plans using a range of products, services, and Fidelity planning tools.
• Work directly with clients to help them make investment decisions in their best interest.
• Use planning and guidance resources to present and implement solutions suited to client needs.
• Conduct proactive outreach to understand clients’ goals and objectives and grow relationships.
• Use technology to prepare for and conduct efficient one-on-one appointments and enable effective follow-up planning.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate customers about the values and differences among investment solutions.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs intended to help associates and their families achieve balance.
• Training in-branch, regionally, nationally, and virtually.
• Tuition reimbursement program that can help associates obtain a CFP, degree, or equivalent credential.

What This Job Offers

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