Investment Consultant - Winter Park, FL

Fidelity • Winter Park, FL

23h

About The Position

As an Investment Consultant working in a Fidelity Investor Center, you will develop customized financial plans using a range of products, services, and Fidelity planning tools. You will work with existing clients and warm leads rather than sourcing new customers, focusing on investment solutions and building relationships with a dedicated local advisor.

You will work directly with clients to help them make investment decisions in their best interests. Using Fidelity planning and guidance resources, you will present and implement solutions aligned with each client's needs, helping make a lasting impact on their financial future.

Fidelity offers a competitive total rewards package, including a stable base salary, and training in-branch, regionally, nationally, and virtually. The role is part of Fidelity's transition toward a full-time onsite working model, with onsite expectations varying by role and location and potentially evolving during the rollout.

Requirements

• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or be able to acquire Series 66 upon hire.
• Use Fidelity guidance tools to facilitate financial planning discussions and recommend solutions aligned with client needs.
• Demonstrate a comprehensive understanding of investment solutions.
• Have exemplary interpersonal skills and the 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.
• 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 products, services, and planning tools.
• Work directly with clients to help them make investment decisions in their best interests.
• Use Fidelity planning and guidance resources to present and implement solutions suited to client needs.
• Prepare for and conduct efficient one-on-one appointments using technology, and follow up effectively.
• Proactively reach out to clients, understand their goals and objectives, and grow client relationships.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate clients about investment solutions and the value and differences of each.

Benefits

• Competitive total rewards package, including a stable base salary.
• Training in-branch, regionally, nationally, and virtually.
• Tuition reimbursement program to help obtain a CFP, degree, or equivalent credential.

What This Job Offers

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