Investment Consultant Franklin, TN

Position: Investment Consultant  Franklin, TN

Job Description

Join Fidelity Investments as an Investment Consultant in Franklin, TN. We are committed to helping clients achieve their financial goals through professional flexibility and growth.

The Purpose of Your Role

Working in our Investor Center, you will develop customized financial plans through a wide range of products and services, engaging with existing clients and warm leads to provide investment solutions and grow relationships.

Expertise We’re Looking For

• Utilize Fidelity’s guidance tools to conduct financial planning discussions, presenting solutions that meet client needs.
• Leverage technology to prepare for and conduct efficient one‑on‑one appointments, and plan post‑appointment follow‑up.
• Grow relationships through proactive outreach, understand client goals, and refer complex cases to a wealth management partner.
• Series 7 & 63 licensed;
  Series 65 or 66 and appropriate state registrations preferred, or ability to acquire quickly upon hire.
• Degree and/or professional certifications such as CFP are helpful; tuition reimbursement is available.

The Skills You Bring

• Comprehensive understanding of various investment solutions and ability to educate customers.
• Exemplary interpersonal skills, initiative, and ability to exceed expectations.
• Outstanding communication and consultative skills, thriving in a fast‑paced environment.

Our Investments in You

Competitive total rewards package, training in‑branch, regionally, nationally, and virtually. Expect strong support and onboarding.

The Value You Deliver

Work directly with clients to help them make investment decisions that are in their best interest, navigating Fidelity’s planning tools, presenting, and implementing appropriate solutions.

In‑person attendance at the assigned branch location is required.

Certifications

Insurance License – Issuing Authority, Series 07 – FINRA, Series 66 – FINRA.

Employment Information

Seniority level:
Entry level

Employment type:

Full‑time

Job function:
Finance and Sales

Location:

Franklin, TN

Legal and Regulatory Information

Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, and numerous state laws. These regulations may restrict hiring of individuals with certain criminal histories.

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