Investment Consultant - Cary, NC

Fidelity Investments • Cary, NC

3d

About The Position

Working in Fidelity’s Investor Center, the Investment Consultant develops customized financial plans using a broad 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 interest, presents and implements solutions suited to their needs, and supports their long-term financial futures.

Fidelity offers training in-branch, regionally, nationally, and virtually, along with a competitive total rewards package and a stable base salary. The role is part of a firm that emphasizes client relationships, professional flexibility, growth, and support. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations vary and may evolve.

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.
• Demonstrate exemplary interpersonal skills and the ability to grow relationships.
• Take initiative and exceed expectations.
• Have outstanding communication and consultative skills.
• Thrive in a fast-paced work environment.

Nice To Haves

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

Responsibilities

• Develop customized financial plans using Fidelity planning tools, products, and services.
• Guide clients in making investment decisions that are in their best interest.
• Present and implement investment solutions aligned with client needs.
• Use guidance tools to facilitate financial planning discussions and recommend suitable solutions.
• Prepare for and conduct efficient one-on-one appointments using technology, and follow up effectively.
• Grow client relationships through proactive outreach and understanding clients’ goals and objectives.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate customers on the values and differences among investment solutions.

Benefits

• Competitive total rewards package and stable base salary.
• Tuition reimbursement.
• Training in-branch, regionally, nationally, and virtually.
• Benefit programs intended to support associates and their families.

What This Job Offers

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