Investment Consultant - Farmington Hills, MI
Fidelity Investments•Farmington Hills, MI
•Onsite
About The Position
Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
Requirements
- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
- Being coachable, collaborative, and curious are your "go to" attributes
- Outstanding consultative selling and organizational skills
- In a team-based, fast paced environment you take initiative and exceed expectations
Nice To Haves
- Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
Responsibilities
- Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
- With our open architecture, you offer a wide broad range of financial solutions
- Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Benefits
- stable base salary
- Tuition Reimbursement program
- training in-branch, regionally, nationally, and virtually
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
