Investment Consultant - Troy at Fidelity Investments

Troy, Michigan, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Previous success in building relationships, uncovering needs, and recommending solutions
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 professional certifications such as CFP (helpful; Tuition Reimbursement program available if not obtained)
Comprehensive understanding of various investment solutions and ability to educate customers on their values and differences
Coachable, collaborative, and curious attributes
Outstanding consultative selling and organizational skills
Ability to take initiative and exceed expectations in a team-based, fast-paced environment

Responsibilities

Develop financial plans customized to the needs of mass affluent clients through a wide range of solutions and services
Engage with existing clients to cultivate relationships and provide investment solutions
Provide needs-based mentorship to mass affluent customers
Contribute to the long-term growth and retention of Fidelity assets
Offer a wide range of financial solutions using open architecture
Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills

Skills

Key technologies and capabilities for this role

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66CFPfinancial planningconsultative sellinginvestment solutions

Questions & Answers

Common questions about this position

What licenses are required for the Investment Consultant role?

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations are required, or the ability to acquire Series 65/66 upon hire.

Is this a remote or hybrid position?

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.

What compensation or benefits does Fidelity offer?

Fidelity offers a competitive total rewards package, including a stable base salary to recognize associate achievements, and benefit programs designed to help you and your family strike the right balance.

What skills are essential for success in this role?

Key skills include previous success in building relationships, uncovering needs and recommending solutions; a comprehensive understanding of investment solutions; outstanding consultative selling and organizational skills; and being coachable, collaborative, and curious.

What support does Fidelity provide for professional growth?

Fidelity offers training in-branch, regionally, nationally, and virtually; a Tuition Reimbursement program to help obtain a degree or CFP; and comprehensive onboarding to ensure success.

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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