Investment Consultant - The Villages, FL

Fidelity Investments•The Villages, FL

8d•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

Series 7 & 63 licensed
Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
Comprehensive understanding of various investment solutions
Exemplary interpersonal skills and ability to grow relationships
Initiative and ability to exceed expectations
Outstanding communication and consultative skills
Thrive in a fast-paced work environment
Ability to make investment decisions that are in the client's best interest
Ability to navigate Fidelity’s planning and guidance tools
Ability to present and implement solutions that best meet the client’s needs

Nice To Haves

Degree and/or other professional certifications such as a CFP are helpful
Tuition Reimbursement program can help you obtain a CFP or degree if you don't already have one

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.
Provide investment solutions and grow relationships with a dedicated local advisor.
Effectively utilize Fidelity’s guidance tools to engage in financial planning discussions by presenting solutions and service offerings that best meet client needs.
Leverage technology to 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.
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives.
Refer clients 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.
Navigate Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs.