Investment Consultant - Tampa, FL

Fidelity Investments • Tampa, FL

2d • Onsite

About The Position

As an Investment Consultant working in a Fidelity Investor Center, you will develop customized financial plans using a broad range of products, services, and Fidelity planning tools. You will work directly with existing clients and warm leads to understand their goals, help them make investment decisions in their best interests, and present and implement suitable solutions. By working alongside a dedicated local advisor, you will grow client relationships and make a lasting impact on clients’ financial futures.

Fidelity provides in-branch, regional, national, and virtual training to support associates in their work. The company describes its culture as focused on clients, professional flexibility, growth, and long-term success. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations currently vary and may evolve. This transition does not apply to fully remote roles.

Requirements

• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or have the ability 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; Fidelity’s tuition reimbursement program can help support this.

Responsibilities

• Develop customized financial plans using Fidelity’s products, services, and planning tools.
• Work directly with clients to help them make investment decisions in their best interests.
• Use Fidelity 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, maximizing client time and enabling effective follow-up planning.
• Proactively reach out to clients to understand their goals and objectives and grow relationships.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate clients on the value and differences of investment solutions.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs intended to help associates and their families achieve balance.
• Tuition reimbursement program.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

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