- 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
4 weeks ago
Fidelity TalentSource LLC Grand Rapids, 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
23 hours ago
Fidelity Investments Grand Rapids, 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 Grand Rapids, 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 Grand Rapids, 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 Grand Rapids, 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 ...
-
Aurora Ventures Polkton, United StatesAbout the Company · We are the foundation of a strong community of 6 regional banks. Our company is a powerful and customer-oriented cooperative bank. A special feature is that we are present in the region as a branch network. Our business area in Böblingen, Sindelfingen, Schönbu ...
-
Investment Operations Manager
2 weeks ago
Spectrum Health Grand Rapids, United States Full timeJob Summary · Hybrid role that will be responsible for the day-to-day non-investment functions of Corewell Health's investment portfolios, which include operating, defined benefit pension, and health insurance assets. Collaborate with the investment team to provide operational s ...
-
Accounting & HR Manager
1 week ago
Omega Investments Group Grand Rapids, United StatesJob Title: Accounting & HR Manager · Company Overview: Omega Investments Group is a local family office and investment group managing 5 businesses with roughly 125 employees. Omega Investments purpose is to provide marketing, accounting, HR, and consulting services to the busines ...
-
Director of Tax Compliance
2 weeks ago
Ada Bible Church Grand Rapids, United StatesThe OpportunityThe Director of Tax Compliance is responsible for the management and oversight of business entity tax compliance and consulting. The Director of Tax Compliance will report to the Vice President of Tax and collaborate with the Executive Vice President of Tax and tax ...
-
Travel Nurse
16 hours ago
Medical Solutions Grand Rapids, United StatesMedical Solutions is seeking an experienced Medical Surgical Registered Nurse for an exciting Travel Nursing job in Grand Rapids, MI. Shift: 3x12 hr nights Start Date: ASAP Duration: 13 weeks Pay: $ / Week $ $ wk (includes wage of ~$15.75-$20.81/hr and per diems if eligible) · c ...
-
Travel Nurse
1 day ago
Medical Solutions Grand Rapids, United StatesMedical Solutions is seeking an experienced Medical Surgical Registered Nurse for an exciting Travel Nursing job in Grand Rapids, MI. Shift: 3x12 hr nights Start Date: ASAP Duration: 13 weeks Pay: $ / Week $ $ wk (includes wage of ~$15.75-$18.25/hr and per diems if eligible) · c ...
-
Business Development Specialist
3 days ago
AEBetancourt Grand Rapids, United StatesRecognized for four consecutive years as a Best and Brightest Top 101 Companies to Work for in the Nation, AE Betancourt is an Talent Acquisition and Consulting firm with a national footprint. · Headquartered in downtown Grand Rapids, Michigan, we invest in our employees by offer ...
-
Travel Nurse
1 day ago
Medical Solutions Grand Rapids, United StatesMedical Solutions is seeking an experienced Medical Surgical Registered Nurse for an exciting Travel Nursing job in Grand Rapids, MI. Shift: 3x12 hr nights Start Date: ASAP Duration: 13 weeks Pay: $ / Week $ $ wk (includes wage of ~$16.00-$15.85/hr and per diems if eligible) · c ...
-
Travel Nurse
1 day ago
Medical Solutions Grand Rapids, United StatesMedical Solutions is seeking an experienced Medical Surgical Registered Nurse for an exciting Travel Nursing job in Grand Rapids, MI. Shift: 3x12 hr nights Start Date: 06/17/2024 Duration: 13 weeks Pay: $2048.6 / Week $ $2048.6 wk (includes wage of ~$16.08-$21.71/hr and per diem ...
-
Travel Nurse
1 day ago
Medical Solutions Grand Rapids, United StatesMedical Solutions is seeking an experienced Medical Surgical Registered Nurse for an exciting Travel Nursing job in Grand Rapids, MI. Shift: 3x12 hr days Start Date: ASAP Duration: 13 weeks Pay: $ / Week $ $ wk (includes wage of ~$15.75-$16.96/hr and per diems if eligible) · cli ...
-
Travel Nurse
1 day ago
Medical Solutions Grand Rapids, United StatesMedical Solutions is seeking an experienced Medical Surgical Registered Nurse for an exciting Travel Nursing job in Grand Rapids, MI. Shift: 3x12 hr nights Start Date: ASAP Duration: 13 weeks Pay: $ / Week $ $ wk (includes wage of ~$15.75-$20.81/hr and per diems if eligible) · c ...
-
Travel Nurse
1 day ago
Medical Solutions Grand Rapids, United StatesMedical Solutions is seeking an experienced Medical Surgical Registered Nurse for an exciting Travel Nursing job in Grand Rapids, MI. Shift: 3x12 hr days Start Date: 06/30/2024 Duration: 13 weeks Pay: $2048.6 / Week $ $2048.6 wk (includes wage of ~$16.08-$21.71/hr and per diems ...
-
Travel Nurse
1 day ago
Medical Solutions Grand Rapids, United StatesMedical Solutions is seeking an experienced Medical Surgical Registered Nurse for an exciting Travel Nursing job in Grand Rapids, MI. Shift: 3x12 hr days Start Date: ASAP Duration: 13 weeks Pay: $ / Week $ $ wk (includes wage of ~$15.75-$16.96/hr and per diems if eligible) · cli ...
-
Program Nurse RN
2 days ago
Hope Network Behavioral Health Grand Rapids, MI, United States,The Program Nurse-RN is a key associate at Hope Network whose primary responsibilities include: quality and efficiency of nurse related operations. This includes the facilitation and/or coordination of the medication administration and direct individual health care program of res ...
-
Psychiatrist
5 days ago
Pine Rest Grand Rapids, United StatesPine Rest is seeking Psychiatrists interested in providing Part-TimeOR Full-Time Telepsychiatry services to patients of all ages. · Flexible options exist for the Psychiatrist either as part ofa traditional practice in a Pine Rest setting or from the Psychiatrist's homeor profes ...
Investment Consultant - Grand Rapids, 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 - 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-9b9921db-88c c02fe5d93ddf
