Investment Consultant
| Company | Fidelity Investments |
|---|---|
| Location | Bridgewater Township, NJ, USA |
| Salary | $56000 – $72000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
- Degree and/or other professional certifications such as a CFP are helpful
Responsibilities
- Develop customized financial plans through a wide range of products and services
- Engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
- Prepare for and conduct efficient one-on-one appointments
- Grow relationships through proactive outreach and understand clients’ goals and objectives
- Refer clients to a wealth management partner based on needs and financial complexity
Preferred Qualifications
- CFP or degree is helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one