Investment Consultant - Oakdale, MN

Fidelity • Oakdale, MN

2d • $59,000 - $74,000

About The Position

Working in Fidelity’s Investor Center, the Investment Consultant develops customized financial plans using a 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 relationships with a dedicated local advisor. They work directly with clients to help them make investment decisions in their best interests, using Fidelity’s planning and guidance resources to present and implement solutions suited to client needs and financial goals.

Fidelity describes its total rewards package as including a stable base salary, benefits intended to support associates and their families, and training delivered in-branch, regionally, nationally, and virtually. The position is part of a firm focused on client relationships, professional flexibility, growth, and long-term success. Fidelity is transitioning to a full-time onsite working model through a phased rollout; onsite expectations vary by role and location and may evolve. The stated base salary range is $59,000–$74,000 per year, with placement depending on responsibilities, scope, location, relevant experience, and other factors. Depending on eligibility, compensation may also include bonus or other variable compensation. The application window closes when the position is filled or unposted. Fidelity will not provide immigration sponsorship for this position.

Requirements

• FINRA Series 7 and Series 66 licenses with appropriate state registrations, or the ability to acquire Series 66 upon hire.
• Comprehensive understanding of various investment solutions and ability to educate customers on their values and differences.
• Exemplary interpersonal skills and ability to grow relationships.
• Initiative and willingness to exceed expectations.
• Outstanding communication and consultative skills.
• Ability to 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 with existing clients and warm leads to provide investment solutions and grow client relationships.
• Help clients make investment decisions in their best interests.
• Use Fidelity 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 enabling effective follow-up planning.
• Conduct proactive outreach to understand clients’ goals and objectives.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate customers about the value and differences of various investment solutions.

Benefits

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

What This Job Offers

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