Investment Consultant Franklin, TN

Fidelity(1 month ago)

Franklin, TNOnsiteFull TimeMedior$75,338 - $101,502 (estimated)Sales

About this role

An Investment Consultant at Fidelity develops customized financial plans using Fidelity’s planning tools and product offerings while working in an Investor Center. The role focuses on servicing existing clients and warm leads to provide investment solutions and grow relationships in partnership with local advisors. This position supports client-centered financial decision-making and requires in-person attendance at the assigned branch.

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Required Skills

Financial Planning
Client Relationships
Investment Products
Communication
Consultative Selling
Technology Use
Proactive Outreach

Qualifications

Series 07 - FINRA
Series 63 - FINRA
Series 65 - FINRA (Preferred)
Series 66 - FINRA (Preferred)
Insurance License
CFP (Preferred)
Degree (Preferred)
State Registrations (Preferred)

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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