Investment Consultant - Ft. Lauderdale, FL

About the role

The Role Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. 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. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

Responsibilities

• Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
• Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
• Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity

Requirements

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• A comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
• Interpersonal skills and ability to grow relationships are exemplary
• Will take initiative and exceed expectations
• Outstanding communication and consultative skills, and thrives in a fast-paced work environment

Qualifications

• Equivalent experience or professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)

Skills

• FINRA Series 7 & 66 licensed
• Ability to acquire Series 66 upon hire
• Leverage Fidelity’s guidance tools
• Prepare for and conduct efficient one-on-one appointments
• Understand and educate customers on investment solutions
• Grow relationships through proactive outreach
• Communicate and consult effectively

Benefits

We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding.

Pay

Competitive base salary

Schedule

Fully remote or on-site, depending on location and role

Company Information

Fidelity is a stable industry leader committed to making a difference in the lives of its clients. We have a relentless commitment to our clients and offer a comprehensive benefits package including training and support for long-term success.

Certifications

• Series 07 - FINRA
• Series 66 - FINRA

Category

Sales