Investment Consultant - Oakdale, MN

Fidelity Investments • Oakdale, MN

3d • $59,000 - $74,000 • Onsite

About The Position

Working in Fidelity’s Investor Center, the Investment Consultant develops customized financial plans using a wide range of products, services, and Fidelity planning tools. The role focuses on engaging existing clients and warm leads rather than sourcing new customers, 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 planning and guidance resources to present and implement solutions suited to their needs and financial futures.

The role includes access to training in-branch, regionally, nationally, and virtually. Fidelity describes its work environment as focused on client relationships, professional flexibility, growth, and support. The position is associated with Fidelity’s phased transition to a full-time onsite working model; onsite expectations currently vary by role and location and may evolve.

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.
• Take initiative and 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; Fidelity offers tuition reimbursement to help.

Responsibilities

• Develop customized financial plans using Fidelity planning tools, products, and services.
• 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.
• Use technology to prepare for and conduct efficient one-on-one appointments and follow up on 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 about investment solutions and the value and differences of each.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage and emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources and training to support career development.
• Potential bonus or other variable compensation, depending on position and eligibility.

What This Job Offers

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