Investment Consultant - Tampa, FL

Fidelity • Tampa, FL

1d • 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 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 to present and implement solutions aligned with client needs and financial goals.

Fidelity provides training in-branch, regionally, nationally, and virtually. The company describes its total rewards package as including a stable base salary and benefits intended to support associates and their families. The role is subject to applicable financial-services laws and regulations, which may restrict hiring or association based on certain criminal histories. Fidelity will 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 and the ability to educate customers about their values and differences.
• Have exemplary interpersonal skills and the ability to grow relationships.
• Demonstrate initiative and a willingness to 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’s tuition reimbursement program can help support this.

Responsibilities

• Develop customized financial plans using Fidelity’s products, services, and planning tools.
• Work with existing clients and warm leads to provide investment solutions and grow relationships with a dedicated local advisor.
• Help clients make investment decisions in their best interest.
• Use Fidelity’s planning and guidance resources to present and implement solutions suited to client needs.
• Use guidance tools to facilitate financial planning discussions and recommend aligned solutions.
• Use technology to prepare for and conduct efficient one-on-one appointments and support effective follow-up planning.
• Grow client relationships through proactive outreach and 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 among investment solutions.
• Take initiative and exceed expectations while providing consultative client service.

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 that can help obtain a CFP, degree, or equivalent credential.
• Professional flexibility, growth, and support.

What This Job Offers

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