Investment Consultant - Walnut Creek, CA

Fidelity Investments • Walnut Creek, CA

2d • $59,000 - $74,000 • Onsite

About The Position

Working in Fidelity’s Investor Center, the Investment Consultant develops customized financial plans using a wide range of products, services, and Fidelity planning tools. The consultant works with existing clients and warm leads rather than sourcing new customers, focusing on investment solutions and relationship growth with a dedicated local advisor. The role involves working directly with clients to help them make investment decisions in their best interest, presenting and implementing solutions suited to their needs, and helping create a lasting impact on their financial future.

Fidelity provides training in-branch, regionally, nationally, and virtually. The company describes its work as client-focused and offers professional flexibility, growth, and support. The role is subject to Fidelity’s onsite working model, which is transitioning to full-time onsite through a phased regional and role-based rollout; current onsite requirements vary by role and location 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.
• An insurance license is required.
• Have a comprehensive understanding of various investment solutions and the ability to educate customers about them.
• Demonstrate exemplary interpersonal and relationship-building skills.
• Take initiative and 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 offers tuition reimbursement to help.

Responsibilities

• Develop customized financial plans using Fidelity planning tools and a range of products and services.
• Work directly with clients to help them make investment decisions in their best interest.
• Use guidance tools to facilitate financial planning discussions and recommend solutions aligned with client needs.
• Use technology to prepare for and conduct efficient one-on-one appointments, make effective use of client time, and support follow-up 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 customers about the values and differences of various investment solutions.
• Present and implement solutions suited to clients’ needs.

Benefits

• Competitive total rewards package and stable base salary.
• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources and training to support career development.

What This Job Offers

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