Investment Consultant - Farmington Hills, MI

The Purpose of Your Role

You will develop financial plans customized to the needs of your mass affluent clients through a wide range of solutions 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 For

• Previous success in building relationships, uncovering needs, and recommending solutions
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations
• OR ability to acquire series 65/66 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!

The Skills You Bring

• A comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
• Coachable, collaborative, and curious are your "go to" attributes
• Outstanding consultative selling and organizational skills
• In a team-based, fast-paced environment, you take initiative and exceed expectations

The Investments in You

• We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
• 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

The Value You Deliver

• Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
• Offering a wide range of financial solutions
• Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills

Note: Fidelity will not provide immigration sponsorship for this position.

Fidelity’s Onsite Working Model: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

• Series 07 - FINRA
• Series 63 - FINRA
• Series 65 - FINRA

Category

• Sales

Please 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.