Investment Consultant- Knoxville, TN
About The Position
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. This role requires in-person attendance in the assigned Branch location.
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.
- Exemplary interpersonal skills and ability to grow relationships.
- Take initiative and exceed expectations.
- Outstanding communication and consultative skills.
- Thrive in a fast-paced work environment.
Nice To Haves
- Degree and/or other professional certifications such as a CFP are helpful.
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 to provide investment solutions and grow relationships.
- Utilize Fidelity’s guidance tools to engage in financial planning discussions by presenting solutions and service offerings that best meet client needs.
- Prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as 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.
- Educate customers on the values and differences of various investment solutions.
Benefits
- Competitive total rewards package
- Stable base salary
- Benefit programs designed to help you and your family strike the right balance
- Training in-branch, regionally, nationally, and virtually
- Tuition Reimbursement program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
