Investment Consultant - Portland, ME
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
- Outstanding communication and consultative skills
- Initiative and the ability to exceed expectations
- An 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
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement, generous paid time off and parental leave
- A charitable giving employee match program
- Student loan repayment, tuition reimbursement, and learning resources to develop your career
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.
Onsite Working Model
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 and others requiring less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Pay and Benefits
The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.