Investment Consultant - Phoenix, AZ (Biltmore)

Fidelity Investments•Phoenix, AZ

3d•Onsite

About The Position

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. 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. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
Interpersonal skills and ability to grow relationships are exemplary
Will take initiative and exceed expectations
Outstanding communication and consultative skills, and thrives in a fast-paced work environment
FINRA Series 07, Series 63, Series 65, Series 66 certifications.

Nice To Haves

A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)

Responsibilities

Develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools.
Engage with existing clients and warm leads.
Provide investment solutions and grow relationships with a dedicated local advisor.
Work directly with clients to help them make investment decisions that are in their best interest.
Present and implement solutions that suit the client’s needs using Fidelity’s planning and guidance resources.
Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs.
Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning.
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity.