Investment Consultant- Johnson City, TN

Fidelity Investments • Johnson City, TN

20h • Onsite

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, providing investment solutions and growing relationships alongside 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 and financial futures.

Fidelity offers a competitive total rewards package, including a stable base salary, and training in-branch, regionally, nationally, and virtually. The company emphasizes client service, communication, professional flexibility, growth, and support. The role is based in an Investor Center; Fidelity is transitioning to a full-time onsite working model through a phased rollout, with onsite expectations varying by role and location and potentially evolving.

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 and the ability to educate customers about them.
• Demonstrate exemplary interpersonal and relationship-building skills.
• Show initiative and a willingness to exceed expectations.
• Have outstanding communication and consultative skills.
• Thrive in a fast-paced work environment.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• A degree, equivalent experience, or other professional certifications are beneficial.
• Interest in obtaining a CFP, degree, or equivalent credential; Fidelity’s tuition reimbursement program can help support this.

Responsibilities

• Develop customized financial plans using Fidelity’s planning tools, products, and services.
• Guide clients in making investment decisions that are in their best interests.
• Present and implement investment solutions that align with clients’ needs.
• Prepare for and conduct efficient one-on-one client appointments using technology, and support effective follow-up planning.
• Conduct proactive outreach to understand clients’ goals and objectives and grow relationships.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate clients on the values and differences among investment solutions.

Benefits

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

What This Job Offers

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