Investment Consultant - Annapolis, MD

Fidelity Investments • Annapolis, MD

1d • $59,000 - $74,000 • Onsite

About The Position

Working in Fidelity’s Investor Center, the Investment Consultant develops customized financial plans using a 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 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 to present and implement solutions tailored to their needs and financial future.

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.
• 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.

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 Fidelity guidance tools to facilitate financial planning discussions and recommend solutions aligned with client needs.
• Use technology to prepare for and conduct one-on-one appointments and support effective follow-up planning.
• Grow client relationships through proactive outreach and by understanding clients’ goals and objectives.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate clients on the values and differences of various investment solutions.

Benefits

• Stable base salary and competitive total rewards package.
• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources and training in-branch, regionally, nationally, and virtually.

What This Job Offers

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