Investment Consultant - Sacramento, CA

Fidelity • Fair Oaks, CA

6d • Onsite

About The Position

Working in a Fidelity Investor Center, the Investment Consultant develops customized financial plans using a wide range of products, services, and Fidelity planning tools. The role focuses on serving existing clients and warm leads rather than sourcing new customers, providing investment solutions, and growing client relationships with a dedicated local advisor.

The consultant works directly with clients to help them make investment decisions in their best interest. Using Fidelity’s planning and guidance resources, the consultant presents and implements solutions tailored to client needs, helping build lasting relationships and support clients’ financial futures.

Requirements

• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or be able 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.
• Demonstrate exemplary interpersonal skills and the ability to grow relationships.
• Take initiative and 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 offers tuition reimbursement to help obtain these credentials.

Responsibilities

• Develop customized financial plans using Fidelity products, services, and planning tools.
• Work directly with clients to help them make investment decisions in their best interest.
• Use planning and guidance resources to present and implement solutions aligned with client needs.
• Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and supporting effective follow-up planning.
• Proactively reach out to clients, understand their goals and objectives, and grow relationships.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate clients about investment solutions and the values and differences among them.

Benefits

• Competitive total rewards package, including a stable base salary.
• Training in-branch, regionally, nationally, and virtually.
• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources for career development.
• Depending on position and eligibility, bonus or other variable compensation may be included.

What This Job Offers

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