About this role

As an Investment Consultant at Fidelity's Investor Center, you will develop personalized financial plans for existing clients and warm leads using Fidelity's planning tools and a variety of products. You will focus on providing investment solutions and growing client relationships, helping them make informed investment decisions that positively impact their financial future.

What we are looking for

5

Develop customized financial plans utilizing Fidelity's tools and products
Engage with existing clients and warm leads to provide investment solutions
Grow relationships through proactive outreach and understanding client goals
Leverage guidance tools to facilitate financial planning discussions
Must hold FINRA Series 7 & 66 licenses or acquire Series 66 upon hire

Work authorization

No visa sponsorship is available.