Investment Consultant - Winter Park, FL

Fidelity Investments • Winter Park, FL

2d

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 existing clients and warm leads rather than sourcing new customers, with an emphasis on 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 interests, using Fidelity’s planning and guidance resources to present and implement solutions suited to their needs.

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.
• Have exemplary interpersonal skills and the ability to grow relationships.
• Take initiative and exceed expectations.
• Have outstanding communication and consultative skills.
• 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; tuition reimbursement may help support this.

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 interests.
• Use Fidelity’s guidance tools to facilitate planning discussions and recommend solutions aligned with client needs.
• Use technology to prepare for and conduct efficient one-on-one appointments and support effective follow-up planning.
• Proactively engage with existing clients and warm leads to understand their goals and objectives.
• Grow client relationships and refer clients to wealth management partners based on their needs and financial complexity.
• Educate customers about investment solutions and the values and differences of each.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs intended to help associates and their families maintain balance.
• Training in-branch, regionally, nationally, and virtually.
• Tuition reimbursement program.

What This Job Offers

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