Investment Consultant - Lake Grove, NY

Fidelity•Lake Grove, NY

9d•Onsite

About The Position

The Investment Consultant role is focused on developing customized financial plans for clients using a wide range of products and services. This role involves engaging with existing clients and warm leads, providing investment solutions, and growing client relationships. The position emphasizes utilizing Fidelity's planning tools and technology to conduct efficient client appointments and follow-ups. The goal is to make a difference in clients' lives by helping them make investment decisions that are in their best interest and have a lasting impact on their financial future. This role requires in-person attendance in the assigned Branch location.

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilizing Fidelity’s guidance tools
Leveraging technology
Comprehensive understanding of various investment solutions
Exemplary interpersonal skills and ability to grow relationships
Take initiative and exceed expectations
Outstanding communication and consultative skills
Thrive in a fast-paced work environment

Nice To Haves

Degree and/or other professional certifications such as a CFP are helpful

Responsibilities

Develop customized financial plans through a wide range of products and services using sound judgment, keen knowledge of products, and Fidelity‘s planning tools.
Engage with existing clients and warm leads, focusing on providing investment solutions and growing relationships.
Utilize Fidelity’s guidance tools to engage in financial planning discussions, presenting solutions and service offerings that best meet client needs.
Prepare for and conduct efficient one-on-one appointments using technology to make the best use of the client’s time, and plan for post-appointment follow-up.
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives.
Refer clients to a wealth management partner based on needs and financial complexity.
Educate customers on the values and differences of various investment solutions.
Work directly with clients to help them make investment decisions that are in their best interest.
Effectively navigate Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs.

Benefits

Competitive total rewards package
Stable base salary
Benefit programs designed to help you and your family strike the right balance
Training in-branch, regionally, nationally, and virtually
Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career