Investment Consultant- Seal Beach, CA

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity's planning tools. You will engage with existing clients and warm leads, work directly with clients to help them make investment decisions, and present and implement solutions that suit the client's needs.

Responsibilities

Develop customized financial plans utilizing a wide range of products, services, and Fidelity's planning tools; Engage with existing clients and warm leads; Work directly with clients to help them make investment decisions that are in their best interest; Present and implement solutions that suit the client's needs; Provide investment solutions and grow relationships with a dedicated local advisor

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire; Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs; Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning; Grow relationships through proactive outreach, seeking to understand clients' goals and objectives and referring them to wealth management partners based on needs and financial complexity; Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each; Interpersonal skills and ability to grow relationships are exemplary; Will take initiative and exceed expectations; Outstanding communication and consultative skills, and thrives in a fast-paced work environment; Series 07 - FINRA; Series 66 - FINRA

Nice to have

A degree, equivalent experience, or other professional certifications are beneficial; CFP or equivalent credential

Benefits

Competitive total rewards package; Training in-branch, regionally, nationally, and virtually; Comprehensive health care coverage; Emotional well-being support; Market-leading retirement; Generous paid time off and parental leave; Charitable giving employee match program; Educational assistance including student loan repayment, tuition reimbursement, and learning resources; Bonus or other variable compensation depending on eligibility