Investment Consultant - Walnut Creek, CA

Fidelity • Walnut Creek, CA

3h • Onsite

About The Position

Working in Fidelity’s Investor Center, the Investment Consultant develops customized financial plans using a wide range of products, services, and Fidelity planning tools. The consultant works with existing clients and warm leads rather than sourcing new customers, focusing on investment solutions and relationships with a dedicated local advisor. The role involves working directly with clients to support investment decisions in their best interests, using Fidelity planning and guidance resources to present and implement solutions suited to their needs and financial future.

Fidelity provides in-branch, regional, national, and virtual training and describes its total rewards package as including a stable base salary and benefits intended to support associates and their families. The position’s base salary range is $59,000–$74,000 per year; placement depends on responsibilities, scope, location, relevant experience, and other factors. Eligible offers may include bonus or other variable compensation. The application window closes when the position is filled or unposted. Fidelity will not provide immigration sponsorship for this position. Applicable securities and financial-services laws and regulations may restrict hiring or association with individuals with certain criminal histories.

Requirements

• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or have the ability to acquire Series 66 upon hire.
• An insurance license is required.
• Have a comprehensive understanding of various investment solutions and the ability to educate customers about their values and differences.
• Demonstrate exemplary interpersonal skills and the ability to grow relationships.
• Take initiative and 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 are beneficial.
• Interest in obtaining a CFP, degree, or equivalent credential; Fidelity notes its tuition reimbursement program can help.

Responsibilities

• Develop customized financial plans using Fidelity’s products, services, and planning tools.
• Work directly with clients to help them make investment decisions in their best interests.
• Use Fidelity planning and guidance resources to present and implement solutions aligned with client needs.
• Use Fidelity guidance tools to facilitate financial planning discussions and recommend suitable solutions.
• Use technology to prepare for and conduct efficient one-on-one appointments, maximize client time, and enable effective follow-up planning.
• Proactively reach out to clients to understand their goals and objectives and grow relationships.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate clients about investment solutions and the value and differences of each.

Benefits

• 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 for career development
• Bonus or other variable compensation, depending on position and eligibility

What This Job Offers

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