Investment Consultant - San Francisco, CA

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 spending your time sourcing new customers, you will engage with existing clients and warm leads, allowing your focus to remain 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, skillfully using Fidelity’s planning and guidance resources to present and implement solutions that suit the client’s needs, developing a lasting impact on their financial future.

Responsibilities

• Develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools.
• Engage with existing clients and warm leads (instead of sourcing new customers).
• Work directly with clients to help them make investment decisions that are in their best interest.
• Skillfully work with Fidelity’s planning and guidance resources to present and implement solutions that suit client needs.
• Develop a lasting impact on clients’ financial future.

Requirements

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, or ability to acquire Series 66 upon hire.
• 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.