Fidelity Investments
Investment Consultant - Indianapolis, IN
Fidelity Investments, Indianapolis, Indiana, us, 46262
Investment Consultant - Indianapolis, IN
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Investment Consultant - Indianapolis, IN
role at
Fidelity Investments
Investment Consultant Work in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity’s planning tools. Instead of spending time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
Effectively utilize Fidelity’s guidance tools, engage in financial planning discussions, and present solutions and service offerings that best meet client needs.
Leverage technology to prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, and plan for post-appointment follow-up.
Grow relationships through proactive outreach, understanding clients’ goals and objectives 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; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
The Skills You Bring
Comprehensive understanding of various investment solutions, and educate customers on the values and differences of each.
Exemplary interpersonal skills and ability to grow relationships; initiative and exceeding expectations.
Outstanding communication and consultative skills, thrive in a fast-paced work environment.
Our 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 In this role you will work directly with clients to help them make investment decisions that are in their best interest. 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. Please note this role requires in-person attendance in the assigned Branch location.
Certifications Series 7 - FINRA, Series 66 - FINRA
Job Type Full-time, Entry level, Finance and Sales
Salary Indianapolis, IN $43,888.00 – $150,000.00 1 month ago
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Investment Consultant - Indianapolis, IN
role at
Fidelity Investments
Investment Consultant Work in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity’s planning tools. Instead of spending time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
Effectively utilize Fidelity’s guidance tools, engage in financial planning discussions, and present solutions and service offerings that best meet client needs.
Leverage technology to prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, and plan for post-appointment follow-up.
Grow relationships through proactive outreach, understanding clients’ goals and objectives 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; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
The Skills You Bring
Comprehensive understanding of various investment solutions, and educate customers on the values and differences of each.
Exemplary interpersonal skills and ability to grow relationships; initiative and exceeding expectations.
Outstanding communication and consultative skills, thrive in a fast-paced work environment.
Our 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 In this role you will work directly with clients to help them make investment decisions that are in their best interest. 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. Please note this role requires in-person attendance in the assigned Branch location.
Certifications Series 7 - FINRA, Series 66 - FINRA
Job Type Full-time, Entry level, Finance and Sales
Salary Indianapolis, IN $43,888.00 – $150,000.00 1 month ago
#J-18808-Ljbffr