Investment Consultant - Rockville, MD

You will work as an Investment Consultant at Fidelity, helping clients make investment decisions. You will develop customized financial plans using Fidelity's planning tools and focus on growing relationships with existing clients. You will have a stable base salary and a total rewards package, including a competitive salary, training, and benefit programs.

Requirements

• Effectively utilizing Fidelity's guidance tools
• Leveraging technology for efficient client appointments
• Growing relationships through proactive outreach
• Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred
• Degree and/or other professional certifications such as a CFP are helpful

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance
• Student loan repayment
• Tuition reimbursement
• Learning resources to develop your career