Investment Consultant - Albuquerque, NM

Fidelity Investments•Albuquerque, NM

About The Position

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

Requirements

FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
Comprehensive understanding of various investment solutions.
Exemplary interpersonal skills and ability to grow relationships.
Initiative and a commitment to exceeding expectations.
Outstanding communication and consultative skills.
Ability to thrive in a fast-paced work environment.

Nice To Haves

A degree, equivalent experience, or other professional certifications are beneficial.
Interest in pursuing a CFP, degree, or equivalent credential; Fidelity’s tuition reimbursement program can help obtain one.

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’s guidance tools to facilitate financial planning discussions and recommend solutions aligned with client needs.
Use technology to prepare for and conduct efficient one-on-one appointments, maximize client time, and support effective follow-up planning.
Grow client 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 among investment solutions.