Investment Consultant - Salt Lake City, UT

Fidelity Investments • Salt Lake City, UT

2d • Onsite

About The Position

You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role 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

• 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; take initiative and exceed expectations.
• Outstanding communication and consultative skills, and thrive in a fast-paced work environment.
• This role requires in-person attendance in the assigned Branch location.

Nice To Haves

• Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!

Responsibilities

• 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.
• Engage with existing clients and warm leads, providing investment solutions and growing relationships with a dedicated local advisor.
• Effectively utilizing Fidelity’s guidance tools, engage in financial planning discussions by presenting solutions and service offerings that best meet client needs.
• Leveraging technology, prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up.
• Growing relationships through proactive outreach, seek to understand clients’ goals and objectives and refer 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.

Benefits

• Competitive total rewards package, including a stable base salary
• Benefit programs designed to help you and your family strike the right balance.
• Training in-branch, regionally, nationally, and virtually to help with all aspects of your business.
• Tuition Reimbursement program

What This Job Offers

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