Investment Consultant - Scottsdale, AZ

Fidelity • Phoenix, AZ

13d • Onsite

About The Position

The Investment Consultant works in a Fidelity Investor Center to develop customized financial plans using a wide range of products, services, and Fidelity planning tools. The role focuses on existing clients and warm leads rather than sourcing new customers, providing investment solutions and growing relationships with a dedicated local advisor.

The consultant works directly with clients to support investment decisions in their best interest. Using Fidelity’s planning and guidance resources, the consultant presents and implements solutions tailored to client needs, helping create a lasting impact on their financial future. The role includes proactive relationship development, client outreach, one-on-one appointments, and referrals to wealth management partners based on client needs and financial complexity.

Requirements

• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or have the ability to acquire Series 66 upon hire.
• Have a comprehensive understanding of various investment solutions.
• Demonstrate exemplary interpersonal skills and the ability to grow relationships.
• Take initiative and exceed expectations.
• Demonstrate strong 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 Fidelity products, services, and planning tools.
• Work directly with clients to help them make investment decisions in their best interest.
• Use Fidelity’s planning and guidance resources to present and implement solutions aligned with client needs.
• Prepare for and conduct efficient one-on-one appointments using technology, maximizing client time and supporting effective follow-up planning.
• Grow relationships through proactive outreach and seek to understand clients’ goals and objectives.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate clients on 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 strike the right balance.
• Training in-branch, regionally, nationally, and virtually.
• Tuition reimbursement program.

What This Job Offers

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