Investment Consultant - Scarsdale, United States - Fidelity Investments
Description
Investment Consultant:
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients.
Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact.
We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.The Purpose of Your Role:
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.
providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We're Looking For:
- 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 oneonone appointments to make the best use of the client's time, as well as plan for postappointment followup
- 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
- Series 7 & 63 licensed; 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
The Skills You Bring
- You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
- Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
- You have outstanding communication and consultative skills, and you thrive in a fastpaced work environment
Our Investments in You:
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding
The Value You Deliver:
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.
Please note this role requires in-person attendance in the assigned Branch locationThe base salary range for this position is $56,000 - $82,000 per year.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
Certifications:
Series 0- FINRA, Series 6- FINRA
Company Overview
Fidelity Investments is a privately held company with a mission _to strengthen the financial well-being of our clients._ We help people invest and plan for their future.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024.
And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs.
Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop andMore jobs from Fidelity Investments
-
Wealth Planner
Fort Lauderdale, United States - 1 week ago
-
Advisor Services
Westlake, United States - 3 weeks ago
-
Principal Full Stack Software Engineer
Boston, United States - 2 days ago
-
Financial Customer Associate
Albuquerque, United States - 6 days ago
-
Senior Full Stack Engineer
Westlake, TX, United States - 1 week ago
-
Associate, Asset Management Accounting
Smithfield, United States - 3 weeks ago