Investment Consultant - Gilbert, AZ

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

• Effectively utilizing Fidelity’s guidance tools
• Leveraging technology to prepare for and conduct efficient one-on-one appointments
• Planning for post-appointment follow-up
• Growing relationships through proactive outreach
• Soliciting and understanding clients' goals and objectives
• Referring clients to a wealth management partner based on needs and financial complexity

The Skills You Bring

• A comprehensive understanding of various investment solutions
• Ability to educate customers on the values and differences of each
• Outstanding interpersonal and consultative skills
• Initiative and a track record of exceeding expectations
• Strong communication and consultative skills
• Ability to thrive in a fast-paced work environment

Our Investments in You

• A competitive total rewards package, including a stable base salary
• Training in-branch, regionally, nationally, and virtually
• Support for achieving professional certifications such as a CFP

The Value You Deliver

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.

Additional Information

This role requires in-person attendance in the assigned Branch location. Fidelity's Onsite Working Model involves a phased rollout across regions and roles, with some roles requiring 100% onsite presence. Certifications required include Series 07, Series 63, Series 65, and Series 66, as well as appropriate state registrations. Fidelity is committed to maintaining compliance with relevant laws and regulations, including those governing criminal histories.