Investment Consultant - Grand Blanc
Fidelity Investments•Grand Blanc, MI
•Onsite
About The Position
Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
Requirements
- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- A comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
- Being coachable, collaborative, and curious are your "go to" attributes
- Outstanding consultative selling and organizational skills
- In a team-based, fast paced environment you take initiative and exceed expectations
Nice To Haves
- Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
Responsibilities
- Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
- With our open architecture, you offer a wide broad range of financial solutions
- Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Benefits
- Stable base salary
- Tuition Reimbursement program
- Training in-branch, regionally, nationally, and virtually
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
