Investment Consultant - Troy, MI

The Purpose of Your Role

You will develop financial plans customized to the needs of your mass affluent clients through a wide range of solutions and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.

The Expertise We’re Looking For

• Previous success in building relationships, uncovering needs, and recommending solutions
• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations
• OR ability to acquire series 65/66 upon hire
• Degree and/or other professional certifications such as a CFP are helpful
• If you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!

The Skills You Bring

• A comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
• Coachable, collaborative, and curious are your "go to" attributes
• Outstanding consultative selling and organizational skills
• In a team-based, fast-paced environment, you take initiative and exceed expectations

The Investments in You

• 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 designed to help you and your family strike the right balance
• We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business

The Value You Deliver

• Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
• Offering a wide range of financial solutions
• Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills

Note: Fidelity will not provide immigration sponsorship for this position.

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

Certifications

• Series 07 - FINRA
• Series 63 - FINRA
• Series 65 - FINRA

Category

• Sales