Fidelity Investments
Investment Consultant - Overland Park, KS
Fidelity Investments, Leawood, Kansas, United States
Overview
Investment Consultant – Overland Park, KS. Join to apply for the Investment Consultant role at Fidelity Investments. You joined the financial services industry to make a difference in the lives of your clients. Fidelity has a relentless commitment to our clients and focuses on meaningful communication to connect, not just transact. We empower professional flexibility, growth, and support to enable long-term success for you and our clients. The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using sound judgment, knowledge of products, and Fidelity’s planning tools. Instead of spending time sourcing new customers, you will engage with existing clients and warm leads, allowing you to focus on providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We’re Looking For
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that meet client needs Leverage technology to prepare for and conduct efficient one-on-one appointments, plan for post-appointment follow-up Grow relationships through proactive outreach, understand clients’ goals, and refer them to a wealth management partner based on needs and financial complexity 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; Tuition Reimbursement is available to help obtain one The Skills You Bring
Comprehensive understanding of various investment solutions and ability to educate customers on their values and differences Strong interpersonal skills and ability to grow relationships; initiative and goal-oriented Outstanding communication and consultative skills; thrives in a fast-paced environment Our Investments in You
Fidelity’s greatest asset is our people. We offer a competitive total rewards package, including a stable base salary, to recognize achievements. Benefit programs help you and your family balance work and life. We provide in-branch, regional, national, and virtual training to support all aspects of your business. You will not fail due to a lack of training or onboarding. The Value You Deliver
You will work directly with clients to help them make investment decisions in their best interest. By navigating Fidelity’s planning and guidance tools and implementing solutions that meet client needs, you will have a lasting impact on their financial future. This role requires in-person attendance in the assigned Branch location. Certifications
Insurance License - Issuing Authority; Series 07 - FINRA; Series 63 - FINRA; Series 65 - FINRA Category
Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by applicable laws and regulations, including the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, state laws governing securities and retirement-related financial activities, and FINRA rules. These laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories. Notes
Public Finance Investment Banking Analyst; Senior Manager of Financial Planning & Analysis; and other roles listed are separate opportunities and not part of this specific job description. Public postings previously listed: Leawood, KS; Kansas City Metropolitan Area; Kansas City, MO; Mission Woods, KS, etc. This description focuses on the Investment Consultant role at Fidelity Investments in Overland Park, KS.
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Investment Consultant – Overland Park, KS. Join to apply for the Investment Consultant role at Fidelity Investments. You joined the financial services industry to make a difference in the lives of your clients. Fidelity has a relentless commitment to our clients and focuses on meaningful communication to connect, not just transact. We empower professional flexibility, growth, and support to enable long-term success for you and our clients. The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using sound judgment, knowledge of products, and Fidelity’s planning tools. Instead of spending time sourcing new customers, you will engage with existing clients and warm leads, allowing you to focus on providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We’re Looking For
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that meet client needs Leverage technology to prepare for and conduct efficient one-on-one appointments, plan for post-appointment follow-up Grow relationships through proactive outreach, understand clients’ goals, and refer them to a wealth management partner based on needs and financial complexity 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; Tuition Reimbursement is available to help obtain one The Skills You Bring
Comprehensive understanding of various investment solutions and ability to educate customers on their values and differences Strong interpersonal skills and ability to grow relationships; initiative and goal-oriented Outstanding communication and consultative skills; thrives in a fast-paced environment Our Investments in You
Fidelity’s greatest asset is our people. We offer a competitive total rewards package, including a stable base salary, to recognize achievements. Benefit programs help you and your family balance work and life. We provide in-branch, regional, national, and virtual training to support all aspects of your business. You will not fail due to a lack of training or onboarding. The Value You Deliver
You will work directly with clients to help them make investment decisions in their best interest. By navigating Fidelity’s planning and guidance tools and implementing solutions that meet client needs, you will have a lasting impact on their financial future. This role requires in-person attendance in the assigned Branch location. Certifications
Insurance License - Issuing Authority; Series 07 - FINRA; Series 63 - FINRA; Series 65 - FINRA Category
Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by applicable laws and regulations, including the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, state laws governing securities and retirement-related financial activities, and FINRA rules. These laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories. Notes
Public Finance Investment Banking Analyst; Senior Manager of Financial Planning & Analysis; and other roles listed are separate opportunities and not part of this specific job description. Public postings previously listed: Leawood, KS; Kansas City Metropolitan Area; Kansas City, MO; Mission Woods, KS, etc. This description focuses on the Investment Consultant role at Fidelity Investments in Overland Park, KS.
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