Investment Consultant - The Villages, FL

Fidelity•The Villages, FL

5d•Onsite

About The Position

Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

Requirements

Series 7 & 63 licensed
Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
Comprehensive understanding of various investment solutions, and ability to educate customers on the values and differences of each
Outstanding communication and consultative skills
Ability to thrive in a fast-paced work environment
Must be able to work in-person at the assigned Branch location.

Nice To Haves

Degree and/or other professional certifications such as a CFP are helpful
Tuition Reimbursement program can help you obtain a CFP or degree if you don't already have one.

Responsibilities

Develop customized financial plans through a wide range of products and services using sound judgment, keen knowledge of products, and Fidelity‘s planning tools.
Engage with existing clients and warm leads to provide investment solutions and grow relationships.
Effectively utilize Fidelity’s guidance tools to engage in financial planning discussions by presenting solutions and service offerings that best meet client needs.
Leverage technology to prepare for and conduct efficient one-on-one appointments, making the best use of the client’s time, and plan for post-appointment follow-up.
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to a wealth management partner based on needs and financial complexity.
Work directly with clients to help them make investment decisions that are in their best interest.
Effectively navigate Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs.