Investment Consultant - Rockville, MD

Fidelity(1 month ago)

Rockville, MDOnsiteFull TimeMedior$59,000 - $74,000Sales

About this role

An Investment Consultant at Fidelity works in an Investor Center delivering customized financial plans and investment guidance to existing clients and warm leads. The role emphasizes using Fidelity’s planning tools and product solutions to help clients meet their financial goals, while collaborating with local advisors and benefiting from Fidelity’s training and support.

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Required Skills

Financial Planning
Client Communication
Relationship Building
Investment Products
Consultative Sales
Regulatory Compliance
Technology Literacy

Qualifications

Certified Financial Planner (CFP)
Series 7
Series 63
Series 65
Series 66
Bachelor's Degree (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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