Investment Consultant - Durham, NC

The Purpose of Your Role

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

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Effectively utilizing Fidelity’s guidance tools, engaging in financial planning discussions by presenting solutions and service offerings that best meet client needs
• Leveraging technology to 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, seeking to understand clients' goals and objectives, and referring them to a wealth management partner based on needs and financial complexity
• Having a degree and/or other professional certifications such as a CFP is helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!

The Skills You Bring

• A comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
• Outstanding interpersonal and consultative skills, taking initiative and exceeding expectations
• Excellent communication and consultative skills, thriving in a fast-paced work environment

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.

Note

Please note this role requires in-person attendance in the assigned Branch location. Note: Fidelity will not provide immigration sponsorship for this position.