Investment Consultant - Marin, CA

About the role

Working in our Investor Center, you will develop customized financial plans using a wide range of products, services, and Fidelity’s planning tools. Your judgment and product knowledge will guide client interactions. 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, using Fidelity’s planning and guidance resources to present and implement solutions that suit their needs and create a lasting impact on their financial future.

Responsibilities

• Develop customized financial plans for clients using Fidelity’s 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 using Fidelity’s planning and guidance resources
• Grow relationships through proactive outreach, understanding clients’ goals and objectives
• Refer clients to wealth management partners based on their needs and financial complexity

Expertise and skills you bring

• 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 aligned 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
• Ability to grow relationships through proactive outreach, seeking to understand clients’ goals and objectives
• A degree, equivalent experience, or other professional certifications are beneficial (tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Comprehensive understanding of various investment solutions and ability to educate customers on the values and differences of each
• Exemplary interpersonal skills and ability to grow relationships
• Initiative to exceed expectations
• Outstanding communication and consultative skills, thriving in a fast-paced work environment

The team

Fidelity’s greatest advantage is our people. We believe in approaching life holistically and 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 provide training in-branch, regionally, nationally, and virtually to support all aspects of your business. You will not fail due to a lack of training or onboarding. 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.

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 may evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

• Series 07 – FINRA
• Series 66 – FINRA