Fidelity Investments
Investment Consultant - Fairfield, CT
Fidelity Investments, Fairfield, Connecticut, us, 06828
Overview
Investment Consultant
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
Responsibilities The Purpose of Your Role
Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution 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.
Qualifications and Licensing
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
Skills and Capabilities
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Being 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
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. And 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!
The Value You Deliver
Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
With our open architecture, you offer a wide broad range of financial solutions
Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Certifications Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA
Category Sales
Work Model Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Legal Notice Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Referrals increase your chances of interviewing at Fidelity Investments by 2x
Get notified about new Investment Advisor jobs in
Fairfield, CT .
Locations and sample roles Fairfield, CT $90,000 - $100,000 1 month ago
Fairfield County, CT $100,000 - $175,000 2 months ago
Stamford, CT $80,000 - $160,000 2 days ago
Purchase, NY $110,000 - $185,000 2 months ago
Shelton, CT $100,400 - $169,400 8 months ago
Greenwich, CT $109,940 - $186,760 2 weeks ago
Senior Wealth Advisor - Huntington Village
Financial Advisor-Fairfield County/Greenwich, CT.
Financial Solutions Advisor - Southern CT. Market
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
Responsibilities The Purpose of Your Role
Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution 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.
Qualifications and Licensing
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
Skills and Capabilities
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Being 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
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. And 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!
The Value You Deliver
Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
With our open architecture, you offer a wide broad range of financial solutions
Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Certifications Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA
Category Sales
Work Model Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Legal Notice Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Referrals increase your chances of interviewing at Fidelity Investments by 2x
Get notified about new Investment Advisor jobs in
Fairfield, CT .
Locations and sample roles Fairfield, CT $90,000 - $100,000 1 month ago
Fairfield County, CT $100,000 - $175,000 2 months ago
Stamford, CT $80,000 - $160,000 2 days ago
Purchase, NY $110,000 - $185,000 2 months ago
Shelton, CT $100,400 - $169,400 8 months ago
Greenwich, CT $109,940 - $186,760 2 weeks ago
Senior Wealth Advisor - Huntington Village
Financial Advisor-Fairfield County/Greenwich, CT.
Financial Solutions Advisor - Southern CT. Market
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr