Fidelity Investments is a stable industry leader in financial services, dedicated to making a difference in the lives of clients. The Investment Consultant role involves developing customized financial plans and engaging with existing clients to provide investment solutions and grow relationships.
Responsibilities
- Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
- Leveraging technology, you can 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
- Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Skills
- Series 7 licensed
- Comprehensive understanding of various investment solutions
- Outstanding communication and consultative skills
- Ability to grow relationships and take initiative
- Ability to thrive in a fast-paced work environment
- Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
- Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company Overview
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.Company H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships, with 3 in 2025, 8 in 2024, 4 in 2023, 6 in 2022, 8 in 2021, 30 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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