Jobs
>
Bethesda

    Investment Consultant - Bethesda, United States - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Bethesda, United States

    4 days ago

    Fidelity Investments background
    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 Fidelitys 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 Were Looking For

    • Effectively utilizing Fidelitys 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 clients 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 dont 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 fast-paced work environment

    Our Investments in You

    Fidelitys 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 Fidelitys planning and guidance tools, presenting and implementing solutions that best meet the clients needs, you will have a lasting impact on the clients financial future.

    Please note this role requires in-person attendance in the assigned Branch location.

    Certifications:

    Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - 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. 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, youll 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 dont need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career youve always imagined.

    Fidelitys 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-9b9f2b81-3ad4-425e-a5f8-2f20e2a5d9a3
  • Fidelity Investments

    Investment Consultant

    1 week ago

    Fidelity Investments Arlington, United States

    **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 communicat ...

  • Soteriare

    Investment Consultant

    1 week ago

    Soteriare Bethesda, United States

    Investment Consultant - Bethesda, MD page is loaded · Investment Consultant - Bethesda, MD · Apply · locations · Bethesda, MD · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · Job Description: · Investment Consultant · You joined the finan ...

  • Fidelity Investments

    Investment Consultant

    3 days ago

    Fidelity Investments Bethesda, United States

    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 o ...

  • Fidelity TalentSource LLC

    Investment Consultant

    1 week ago

    Fidelity TalentSource LLC Bethesda, United States

    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 importan ...

  • Fidelity Investments

    Investment Consultant

    1 week ago

    Fidelity Investments Bethesda, United States

    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 ...

  • Fidelity TalentSource LLC

    Investment Consultant

    1 week ago

    Fidelity TalentSource LLC Bethesda, United States

    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 importan ...

  • Fidelity Investments

    Investment Consultant

    8 hours ago

    Fidelity Investments Bethesda, United States

    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 importanc ...

  • Fidelity TalentSource LLC

    Investment Consultant

    1 week ago

    Fidelity TalentSource LLC Bethesda, United States

    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 importan ...

  • Fidelity TalentSource LLC

    Investment Consultant

    1 week ago

    Fidelity TalentSource LLC Arlington, United States

    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 importan ...

  • Fidelity Talentsource Llc

    Investment Consultant

    6 days ago

    Fidelity Talentsource Llc Arlington, United States

    Job Description:Investment ConsultantYou 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 co ...

  • Fidelity TalentSource LLC

    Investment Consultant

    1 week ago

    Fidelity TalentSource LLC Vienna, United States

    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 importanc ...

  • Fidelity TalentSource LLC

    Investment Consultant

    1 week ago

    Fidelity TalentSource LLC Vienna, United States

    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 importanc ...

  • Soteriare

    Investment Consultant

    1 week ago

    Soteriare Alexandria, United States

    Investment Consultant - Alexandria, VA page is loaded · Investment Consultant - Alexandria, VA · Apply · locations · Alexandria, VA · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · Job Description: · Investment Consultant · You joined the ...

  • Fidelity TalentSource LLC

    Investment Consultant

    1 week ago

    Fidelity TalentSource LLC Ashburn, United States

    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 importan ...

  • 5 Legal

    Associate Investment Consultant

    2 weeks ago

    5 Legal Washington DC, United States

    Job Description Top Am Law 100 Law firm that represents the majority of the Fortune 100 and more than half of the Fortune 500 companies is is seeking an associate to join their Investment Funds Practice group. · Qualified applicants will have private investment fund formation ex ...

  • Soteriare

    Investment Consultant

    1 week ago

    Soteriare Ashburn, United States

    Investment Consultant - Ashburn, VA page is loaded · Investment Consultant - Ashburn, VA · Apply · locations · 20465 Exchange Street, Ashburn VA · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · Job Description: · Investment Consultant · Y ...

  • Fidelity Investments

    Investment Consultant

    1 week ago

    Fidelity Investments Ashburn, United States

    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 importanc ...

  • Fidelity Investments

    Investments Operations Consultant

    1 week ago

    Fidelity Investments Ashburn, VA, United States

    Job 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 ...

  • US Office of the Director of National Intelligence

    Science & Technology Officer

    1 week ago

    US Office of the Director of National Intelligence Bethesda, United States

    **Duties**: · Led by the Assistant Director of National Intelligence (ADNI) for Science & Technology (S&T), ODNI's Science & Technology Office works closely with IC partners, the White House, and Congress to advance the IC's science and technology capabilities by coordinating Com ...

  • The Ford Agency

    Events Coordinator

    1 day ago

    The Ford Agency Bethesda, United States

    **Job Details**: · - Posted April 19, 2024- LocationBethesda- Job Type Temporary- Industry Finance- ContactTemporary Team- A well-regarded, Bethesda-based investment firm is working with The Ford Agency to find an experienced Events Coordinator to support their marketing team for ...