Investment Consultant - Indianapolis, IN

Fidelity Investments • Indianapolis, IN

7d • Onsite

About The Position

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

• Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
• 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
• This role requires in-person attendance in the assigned Branch location.
• Series 07 - FINRA
• Series 66 - FINRA

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

• 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
• In this role you will work directly with clients to help them make investment decisions that are in their best interest.
• By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.

Benefits

• competitive total rewards package
• stable base salary
• benefit programs are designed to help you and your family strike the right balance
• training in-branch, regionally, nationally, and virtually
• Tuition Reimbursement program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree