Investment Consultant - Grand Blanc
at Fidelity Investments
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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 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 RoleWorking in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireDegree 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 BringYou have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of eachBeing coachable, collaborative, and curious are your "go to" attributesOutstanding consultative selling and organizational skillsIn a team-based, fast paced environment you take initiative and exceed expectationsOur Investments in YouFidelity’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 DeliverProviding needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assetsWith our open architecture, you offer a wide broad range of financial solutionsEffectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skillsNote: Fidelity will not provide immigration sponsorship for this position.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRACategory:SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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