Investment Consultant - Mountain View, CA at Fidelity Investments

Mountain View, California, 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 (Tuition Reimbursement program available if not already obtained)
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
In-person attendance required in the assigned Branch location (Mountain View, CA)

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
Effectively utilize Fidelity’s guidance tools to engage in financial planning discussions and present solutions that best meet client needs
Leverage technology to prepare for and conduct efficient one-on-one appointments and plan post-appointment follow-up
Grow relationships through proactive outreach to understand clients’ goals and objectives
Refer clients to a wealth management partner based on needs and financial complexity
Work directly with clients to help them make investment decisions in their best interest by navigating Fidelity’s planning and guidance tools, presenting, and implementing solutions

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 our Investor Center in Mountain View, CA, indicating an in-office position working directly with clients.

What key skills are needed for this position?

Candidates need outstanding communication and consultative skills, exemplary interpersonal skills to grow relationships, a comprehensive understanding of investment solutions, and the ability to thrive in a fast-paced environment.

What does Fidelity offer in terms of compensation and benefits?

Fidelity offers a competitive total rewards package, including a stable base salary, benefit programs to help balance life, and a Tuition Reimbursement program for degrees or certifications like CFP.

What makes a strong candidate for this Investment Consultant role?

Strong candidates have Series 7 & 63 licenses (with 65/66 preferred), interpersonal and communication skills to build relationships, knowledge of investment solutions, and the drive to exceed expectations in a fast-paced environment; a degree or CFP is helpful.

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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