Investment Consultant - Indianapolis, IN

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
• 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
• Outstanding communication and consultative skills
• Initiative and the ability to exceed expectations
• Interpersonal skills and ability to grow relationships
• 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.

Pay

Fidelity offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Benefit programs are designed to help you and your family strike the right balance.

Schedule

This role requires in-person attendance in the assigned Branch location. Fidelity’s Onsite Working Model involves a phased rollout to some roles and locations, requiring 100% onsite presence initially, with expectations evolving as the rollout continues.

Benefits

Fidelity offers training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. The company 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.