Investment Consultant - Rochester, NY

Fidelity(1 month ago)

Rochester, NYOnsiteFull TimeMedior$59,000 - $74,000Sales

About this role

An Investment Consultant at Fidelity works from an Investor Center branch helping existing clients and warm leads with personalized investing and financial planning. The role is client-facing and focused on delivering tailored investment solutions while building long-term relationships within a stable, large financial services firm.

View Original Listing

Required Skills

Financial Planning
Investment Consulting
Client Relationship Management
Portfolio Solutions
Consultative Selling
Client Outreach
Appointment Management
Retirement Planning
Planning Tools
Wealth Management Referrals

Qualifications

Series 7
Series 63
Series 66
CFP
Bachelor's 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.

View more jobs at Fidelity →