Investment Consultant - Clearwater, FL

Fidelity Investments • Clearwater, FL

4d • Onsite

About The Position

Working in a Fidelity Investor Center, the Investment Consultant develops customized financial plans using a wide range of products, services, and Fidelity planning tools. The role focuses on existing clients and warm leads rather than sourcing new customers, with an emphasis on providing investment solutions and growing relationships with a dedicated local advisor. The consultant works directly with clients to help them make investment decisions in their best interest, using Fidelity’s planning and guidance resources to present and implement solutions suited to their needs.

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.
• Have exemplary interpersonal skills and the ability to grow relationships.
• Demonstrate initiative and a willingness to 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 is available to help.

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 planning and guidance resources to recommend, present, and implement solutions aligned with client needs.
• Prepare for and conduct efficient one-on-one appointments using technology, and enable 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 customers on the values and differences of various investment solutions.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs intended to help associates and their families achieve balance.
• Training in-branch, regionally, nationally, and virtually.
• Tuition reimbursement to help obtain a CFP, degree, or equivalent credential.
• Professional flexibility, growth, and support.

What This Job Offers

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