Investment Consultant- Johnson City, TN

About 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 sourcing new customers, you will engage with existing clients and warm leads, focusing on providing investment solutions and growing relationships with a dedicated local advisor. You will work directly with clients to help them make investment decisions that are in their best interest, presenting and implementing solutions that suit their needs and have a lasting impact on their financial future.

Responsibilities

• Develop customized financial plans using Fidelity’s planning tools and resources.
• Engage with existing clients and warm leads to provide investment solutions and grow relationships.
• Work directly with clients to help them make investment decisions aligned with their best interests.
• Present and implement solutions that meet clients’ needs and support their financial goals.
• Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend appropriate solutions.
• 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, understanding clients’ goals and objectives, and referring them to wealth management partners based on needs and financial complexity.

Expertise and skills

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
• Ability to leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs.
• Proficiency using technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning.
• Strong interpersonal skills and ability to grow relationships; exemplary communication and consultative skills.
• Ability to take initiative and exceed expectations in a fast-paced work environment.
• Comprehensive understanding of various investment solutions and ability to educate customers on their values and differences.
• A degree, equivalent experience, or other professional certifications are beneficial (tuition reimbursement program available to help obtain a CFP, degree, or equivalent credential).

The team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are built to help you and your family strike the right balance. We provide 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. At Fidelity, we have a relentless commitment to our clients and focus on communicating to connect, not just to transact. We empower professional flexibility, growth, and support, enabling long-term success for you and our clients.

Certifications

• Series 07 – FINRA
• Series 66 – FINRA