Investment Consultant - Raleigh, NC

Fidelity Investments • Raleigh, NC

4d • Onsite

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 focusing on sourcing new customers, providing investment solutions and growing relationships with a dedicated local advisor. You will help clients make investment decisions in their best interest by using Fidelity’s planning and guidance resources to present and implement solutions suited to their needs, with the goal of making a lasting impact on their financial future.

The role involves preparing for and conducting one-on-one client appointments, understanding clients’ goals and objectives through proactive outreach, and referring clients to wealth management partners based on their needs and financial complexity. The position is part of Fidelity’s sales organization and is subject to applicable securities and investment-related laws and regulations.

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 be able to educate customers about their values and differences.
• Demonstrate exemplary interpersonal skills and the ability to grow relationships.
• Take initiative and exceed expectations.
• Have 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.
• Interest in pursuing a CFP, degree, or equivalent credential; Fidelity’s tuition reimbursement program can help obtain one.

Responsibilities

• Develop customized financial plans using Fidelity products, services, and planning tools.
• Engage with existing clients and warm leads to provide investment solutions and grow relationships with a dedicated local advisor.
• Help clients make investment decisions that are in their best interest.
• Use Fidelity’s planning and guidance resources to present and implement solutions suited to client needs.
• Use technology to prepare for and conduct efficient one-on-one appointments and enable effective follow-up planning.
• Proactively reach out to clients to understand their goals and objectives.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate clients on the value and differences among investment solutions.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to support associates and their families.
• Training in-branch, regionally, nationally, and virtually.
• Tuition reimbursement program to help obtain a CFP, degree, or equivalent credential.
• Professional flexibility, growth, and support.

What This Job Offers

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