Investment Consultant- Albany, NY

Fidelity•Albany, NY

3d•Onsite

About The Position

As an Investment Consultant working in a Fidelity Investor Center, you will develop customized financial plans using a range of products, services, and Fidelity planning tools. You will engage with existing clients and warm leads rather than sourcing new customers, focusing on investment solutions and developing relationships with a dedicated local advisor. You will work directly with clients to help them make investment decisions in their best interests, present and implement solutions suited to their needs, and make a lasting impact on their financial futures. Fidelity offers training in-branch, regionally, nationally, and virtually, along with support for professional flexibility, growth, and long-term success. The position is onsite under Fidelity’s phased transition to a full-time onsite working model; onsite expectations vary by role and region and may evolve. Fidelity does not provide immigration sponsorship for this position.

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.
Have exemplary interpersonal skills and the ability to grow relationships.
Take initiative and exceed expectations.
Demonstrate outstanding communication and consultative skills.
Thrive in a fast-paced work environment.

Nice To Haves

A degree, equivalent experience, or other professional certifications are beneficial.

Responsibilities

Develop customized financial plans using Fidelity planning tools, products, and services.
Work directly with clients to help them make investment decisions in their best interests.
Present and implement investment solutions that suit clients’ needs.
Use Fidelity’s 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 and support effective follow-up planning.
Proactively reach out to clients to understand their goals and objectives.
Grow client relationships and refer clients to wealth management partners based on their needs and financial complexity.
Educate clients about the values and differences among investment solutions.

Benefits

Competitive total rewards package, including a stable base salary.
Comprehensive health care coverage.
Emotional well-being support.
Market-leading retirement benefits.
Generous paid time off.
Parental leave.
Charitable giving employee match program.
Educational assistance, including student loan repayment and tuition reimbursement.
Learning resources to develop your career.
Training in-branch, regionally, nationally, and virtually.