Investment Consultant- Boise, ID

Fidelity(25 days ago)

Boise, IDOnsiteFull TimeMedior$89,203 - $119,469 (estimated)Sales

About this role

An Investment Consultant at Fidelity works in an Investor Center to develop customized financial plans using Fidelity’s planning tools and product offerings. The role focuses on engaging with existing clients and warm leads to deliver investment solutions and support a local advisor while contributing to long-term client relationships.

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Required Skills

Financial Planning
Client Engagement
Relationship Building
Investment Solutions
Guidance Tools
Consultative Sales
Communication Skills
Technology Use
Outreach

Qualifications

Certified Financial Planner (CFP)
Series 7 (FINRA)
Series 63 (FINRA)
Series 65 (FINRA)
Series 66 (FINRA)
State Registrations
Degree

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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