Investment Consultant - Marin, CA

Fidelity • Larkspur, CA

1d • Onsite

About The Position

Working in a Fidelity Investor Center, the Investment Consultant develops customized financial plans using a range of products, services, and planning tools. The role focuses on existing clients and warm leads rather than sourcing new customers, helping clients make investment decisions in their best interest and building relationships with a dedicated local advisor. The consultant uses Fidelity’s planning and guidance resources to recommend, present, and implement solutions aligned with clients’ needs and financial goals.

The position includes preparing for and conducting one-on-one client appointments, proactively engaging clients to understand their goals, and referring them to wealth management partners when appropriate based on their needs and financial complexity. Fidelity provides training and onboarding, professional support, and opportunities for growth. The position is subject to Fidelity’s phased transition toward a full-time onsite working model, with onsite expectations varying by region and role.

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 ability to grow relationships.
• Take initiative and exceed expectations.
• Demonstrate outstanding communication and consultative skills and thrive in a fast-paced work environment.

Nice To Haves

• A degree, equivalent experience, or other professional certifications are beneficial.

Responsibilities

• Develop customized financial plans using Fidelity products, services, and planning tools.
• Work directly with clients to help them make investment decisions in their best interest.
• Use Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions aligned with client needs.
• Prepare for and conduct efficient one-on-one appointments using technology, 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 about investment solutions and the values and differences of each.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

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