Investment Consultant - Upper West Side, NY

Fidelity Investments•New York, NY

1d•$59,000 - $74,000•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. 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.

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.
Exemplary interpersonal skills and ability to grow relationships.
Take initiative and exceed expectations.
Outstanding communication and consultative skills.
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.

Responsibilities

Develop customized financial plans through a wide range of products and services using sound judgment, keen knowledge of products, and Fidelity‘s planning tools.
Engage with existing clients and warm leads to provide investment solutions and grow relationships.
Utilize Fidelity’s guidance tools to engage in financial planning discussions by presenting solutions and service offerings that best meet client needs.
Prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, and plan for post-appointment follow-up.
Grow relationships through proactive outreach, understand clients’ goals and objectives, and refer them to a wealth management partner based on needs and financial complexity.
Educate customers on the values and differences of various investment solutions.
Work directly with clients to help them make investment decisions that are in their best interest.
Present and implement solutions that best meet the client’s needs.