Investment Consultant - Columbus, OH

Fidelity • Columbus, OH

19h • Hybrid

About The Position

Investment Consultant 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. The Expertise We’re Looking For Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs Leveraging technology, you can 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, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity

Requirements

• Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
• 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!
• You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
• Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
• You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment

Responsibilities

• Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
• Leveraging technology, you can 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, you 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
• Have a lasting impact on the client’s financial future.

Benefits

• Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically.
• We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
• benefit programs are designed to help you and your family strike the right balance.
• We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
• You will not fail due to a lack of training or onboarding!

What This Job Offers

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