Investment Consultant - Sacramento, CA
About The Position
As an Investment Consultant working in a Fidelity Investor Center, you will develop customized financial plans using a wide range of products, services, and Fidelity planning tools. You will work with existing clients and warm leads rather than sourcing new customers, focusing on providing investment solutions and building relationships with a dedicated local advisor. You will help clients make investment decisions in their best interests by using Fidelity’s planning and guidance resources to present and implement solutions aligned with their needs, with the goal of making a lasting impact on their financial futures. Fidelity provides training in-branch, regionally, nationally, and virtually, along with support for professional flexibility, growth, and long-term success. The position is based in Sacramento, California. Fidelity is transitioning to a full-time onsite working model through a phased rollout; current onsite expectations vary by region and role and may evolve. 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 the value and differences of each.
- 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.
Responsibilities
- Develop customized financial plans using Fidelity’s products, services, and planning tools.
- Work directly with existing clients and warm leads to provide investment solutions and help clients make investment decisions in their best interests.
- 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, maximizing client time and enabling effective follow-up planning.
- Proactively reach out to clients to understand their goals and objectives and grow relationships.
- Refer clients to wealth management partners based on their needs and financial complexity.
- Educate clients about the values and differences of various investment solutions.
Benefits
- Competitive total rewards package, including a stable base salary.
- Comprehensive health care coverage and emotional well-being support.
- Retirement benefits.
- Paid time off.
- Parental leave.
- Charitable giving employee match program.
- Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
- Training in-branch, regionally, nationally, and virtually.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
