Investment Consultant - Nashua, NH

Fidelity Investments•Nashua, NH

2d•Onsite

About The Position

At Fidelity, we are committed to our clients, empowering professional flexibility, growth, and support for long-term success. This role, based in our Investor Center, focuses on developing customized financial plans through a wide range of products and services. You will engage with existing clients and warm leads, providing investment solutions and growing relationships with a dedicated local advisor, rather than sourcing new customers. The position involves working directly with clients to help them make investment decisions in their best interest, utilizing Fidelity’s planning and guidance tools to present and implement solutions that positively impact their financial future. This role requires in-person attendance at the assigned Branch location. Fidelity is a privately held company committed to a diverse and inclusive workplace, valuing associates' unique perspectives and experiences.

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, and ability to educate customers on the values and differences of each
Exemplary interpersonal skills and ability to grow relationships
Ability to take initiative and exceed expectations
Outstanding communication and consultative skills
Ability to thrive in a fast-paced work environment

Nice To Haves

Degree
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
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 and 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
Work directly with clients to help them make investment decisions that are in their best interest
Effectively navigate Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs