Investment Consultant - Cincinnati, OH

Fidelity Investments • Cincinnati, OH

1d • Onsite

About The Position

Working in a Fidelity 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 building relationships with a dedicated local advisor. The consultant works directly with clients to support investment decisions in their best interests, presenting and implementing solutions aligned with their needs and financial future.

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 investment solutions.
• Have exemplary interpersonal and relationship-building skills.
• Demonstrate initiative and a willingness to 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.

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 guidance tools to facilitate financial planning discussions and recommend solutions aligned with client needs.
• Prepare for and conduct efficient one-on-one appointments using technology, followed by effective planning and follow-up.
• Grow 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 about the values and differences of various investment solutions.

Benefits

• Stable base salary and a competitive total rewards package.
• Tuition reimbursement to help obtain a CFP, degree, or equivalent credential.
• Training in-branch, regionally, nationally, and virtually.
• Benefit programs intended to help associates and their families achieve balance.
• Professional flexibility, growth, and support.

What This Job Offers

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