Investment Consultant - Charlotte South, NC at Fidelity Investments

Charlotte, North Carolina, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

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
Comprehensive understanding of various investment solutions
Exemplary interpersonal skills and ability to grow relationships
Outstanding communication and consultative skills
Ability to thrive in a fast-paced work environment
Ability to effectively utilize Fidelity’s guidance tools
Ability to leverage technology for efficient one-on-one appointments and follow-up

Responsibilities

Develop customized financial plans through a wide range of products and services using sound judgment, keen knowledge of products, and Fidelity’s planning tools
Engage with existing clients and warm leads to provide investment solutions and grow relationships
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 to make the best use of the client’s time, as well as plan for post-appointment follow-up
Grow relationships through proactive outreach, seek to understand clients’ goals and objectives, and refer them to a wealth management partner based on needs and financial complexity
Work directly with clients to help them make investment decisions that are in their best interest
Effectively navigate Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs

Skills

Key technologies and capabilities for this role

Series 7Series 63Series 65Series 66CFPfinancial planninginvestment solutionsclient relationship managementwealth management

Questions & Answers

Common questions about this position

What licenses are required for the Investment Consultant role?

Series 7 & 63 licenses are required; Series 65 or 66 and appropriate state registrations are preferred, or the ability to acquire them quickly upon hire.

Is this a remote position or does it require working in an office?

The role is based in an Investor Center in Charlotte South, NC, indicating an in-office position working directly with clients.

What compensation and benefits does Fidelity offer?

Fidelity offers a competitive total rewards package, including a stable base salary to recognize achievements, and benefit programs designed to help balance work and family life.

What key skills are needed to succeed in this role?

Key skills include outstanding communication and consultative abilities, exemplary interpersonal skills to grow relationships, a comprehensive understanding of investment solutions, and thriving in a fast-paced environment.

What support does Fidelity provide for professional growth?

Fidelity offers training in-branch, regionally, nationally, and virtually, a Tuition Reimbursement program for degrees or certifications like CFP, and ensures you won't fail due to lack of training or onboarding.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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