Investment Consultant
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Peoria • Arizona • United States
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About the role
- Working in our Investor Center, you will develop customized financial plans through a wide range of products and services.
- Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads.
- You seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity.
- 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.
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; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
- You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each.
Benefits
- 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.
- You will not fail due to a lack of training or onboarding!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment solutionsclient engagementneeds assessmentsolution implementation
Soft Skills
communicationcustomer servicerelationship managementproblem-solving
Certifications
Series 7Series 63Series 65Series 66CFP