Investment Consultant - West Hartford, CT

Investment Consultant - West Hartford, CT

Join to apply for the Investment Consultant role at Fidelity Investments.

You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients and a focus on communicating to connect, not just transact. We empower professional flexibility, growth, and support, enabling long‑term success for you and our clients.

Working in our Investor Center, you will develop financial plans customized to the needs of your mass‑affluent clients through a wide range of solutions and services. Instead of spending your time sourcing new clients, you will engage with existing ones, allowing your focus to remain where it matters most: cultivating relationships and providing investment solutions.

• Previous success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 63 licensed;
  Series 65 or 66 licensed and appropriate state registrations, or ability to acquire series 65/66 upon hire.
• Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.

• A comprehensive understanding of various investment solutions, and the ability to educate customers on the values and differences of each.
• Being coachable, collaborative, and curious are your go‑to attributes.
• Outstanding consultative selling and organizational skills.
• In a team‑based, fast‑paced environment you take initiative and exceed expectations.

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We provide training in‑branch, regionally, nationally, and virtually to help you with all aspects of your business.

You will not fail due to a lack of training or onboarding.

• Providing needs‑based mentorship to mass‑affluent customers, and contributing to the long‑term growth and retention of Fidelity assets.
• With our open architecture, you offer a wide broad range of financial solutions.
• Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship‑building skills.

• Series 07 – FINRA
• Series 63 – FINRA
• Series 65 – FINRA

• Sales

• Entry level

• Full‑time

• Finance and Sales

Please be advised that 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, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.