- 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
- 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
- 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 fast-paced work environment
-
Investment Consultant
2 weeks ago
Fidelity Investments Shrewsbury, United StatesJob 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 o ...
-
Investment Consultant
3 weeks ago
Fidelity TalentSource LLC Framingham, United StatesJob 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 importanc ...
-
Investment Consultant
3 weeks ago
Fidelity TalentSource LLC Framingham, United StatesJob 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 importan ...
-
Investment Consultant
5 days ago
Soteriare Westwood, United StatesInvestment Consultant - Westwood, MA page is loaded · Investment Consultant - Westwood, MA · Apply · locations · Westwood, MA · time type · Full time · posted on · Posted 4 Days Ago · job requisition id · Job Description: · Investment Consultant · You joined the finan ...
-
Investment Consultant
1 week ago
Fidelity TalentSource LLC Framingham, United StatesJob 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 importan ...
-
Investment Consultant
3 weeks ago
Fidelity TalentSource LLC Framingham, United StatesJob 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 importan ...
-
Investments Operations Consultant
3 weeks ago
Fidelity Investments Framingham, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
-
Investments Operations Consultant
3 weeks ago
Fidelity Investments Westwood, MA, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
-
Investment Operations Consultant
2 weeks ago
Commonwealth Financial Network LLC Waltham, MA, United StatesType: Permanent/ Full-Time · } · If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, ...
-
Financial Analyst
3 weeks ago
Robert A. Stanger & Company, Inc. Shrewsbury, United StatesPosition: Financial Analyst · Location: Shrewsbury, NJ · Company: Robert A. Stanger & Co. · Department: Research / Data Collection / Consulting / Publications · Employment Type: Full-time, in-office · **Salary**: Competitive, with benefits · **About Us**: · Stanger, founded in 19 ...
-
Practice Management Presenter
1 week ago
MassMutual Worcester, United States Full timePractice Management Presenter, Key Accounts Annuity & Hybrid Team, MMSD · Full-Time, Boston, Springfield or NYC (Hybrid) · Opportunity · The MMSD Advisor Practice Management Consultant is responsible for the creation and delivery of CE programs, financial planning software educa ...
-
Procurement Consultant
1 week ago
MassMutual Worcester, United States Full timeProcurement Consultant · Full-Time · Boston, MA or Springfield, MA · We have positions open on across different teams - Enterprise Technology, HR and Law, Investment Management, Procurement Strategy. · The Opportunity · Come Join Us We have a role which will enable you to work w ...
-
Project Accountant
1 week ago
BSC Group Worcester, United StatesBSC applies design, engineering, science, and technology to Build, Support, and Connect with our co-workers and the communities where we live. We recognize different passions and perspectives and strive to inspire and empower each other to implement meaningful change and long-ter ...
-
Branch Manager Ii Metro West/worcester Area
5 days ago
Rockland Trust Worcester, United StatesAs a Branch Manager at Rockland Trust, you are instrumental in driving branch success and delivering exceptional customer experience as you build, coach, develop, lead, and motivate a dedicated team of professionals. Each day, you create a positive and motivating team environment ...
-
Technology Coordinator
3 days ago
Notre Dame Academy Worcester, United States**Technology Coordinator Job DescriptionMISSION**: Notre Dame Academy is a dynamic, independent, Catholic school for girls in grades 7-12 sponsored by the Sisters of Notre Dame de Namur. Welcoming girls of all faiths, the Academy provides transformational experiences that teach t ...
-
Strategy Manager
2 weeks ago
Boston Scientific Corporation Marlborough, United States**Work mode**:Hybrid**Onsite Location(s)**:Marlborough, MA, US, 01752**Additional Location(s)**: US-MA-Marlborough**Diversity - Innovation - Caring - Global Collaboration - Winning Spirit - High Performance** · - At Boston Scientific, we'll give you the opportunity to harness all ...
-
Business Development Executive
1 week ago
Dell Hopkinton, United States Full timeBusiness Development Executive - Ventures · Keeping us ahead of the curve takes a dedicated group here at Dell Technologies. In fact, our Ventures team works together to drive key strategic investment initiatives. With a role in Ventures, you will comb through industry trends and ...
-
Breakroom Solutions Executive
1 week ago
Staples, Inc. Framingham, United States Full timeStaples is business to business. You're what binds us together. · Our world class sales and sales support teams work directly with businesses of all sizes to offer products and services to meet our customers' unique needs. We are committed to understanding our customers and use b ...
-
Breakroom Solutions Executive
2 weeks ago
Staples, Inc. Framingham, United States**Staples is business to business**. You're what binds us together. · Our world class sales and sales support teams work directly with businesses of all sizes to offer products and services to meet our customers' unique needs. We are committed to understanding our customers and u ...
-
Director of Finance and Administration
1 week ago
Discovery Museum Acton, United States**Job Title**:Director of Finance and Administration · **Reports to**: Chief Executive Officer · **Schedule**:40 hours per week · **Classification**:Regular employee, salaried, exempt · **Salary Range**:$105,000-120,000 · **Position Overview** · The Director of Finance and Admini ...
Investment Consultant - Shrewsbury, United States - Fidelity Investments
Description
Job 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. 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.
The Expertise We're Looking For
The Skills You Bring
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 ourbenefit programsare 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 location.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACompany 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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
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).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
PDN-9b76f6bc-5e4c-48c8-a6f4-fe33937bf75f