Investment Consultants effectively manage a client base, ensuring that all clients receive the proper attention and response, assess, assist, and advise existing and prospective clients in the selection of products and services best suited to meet their financial goals in order to generate new sales opportunities.
In this position, you will develop financial plans customized to the needs of Fidelitys mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
The main purpose of this position is to provide exceptional client experiences that focus on meeting stated needs as well as uncovering unstated needs and providing appropriate solutions. This is accomplished through needs-based conversations that position scottrade as a total solutions provider while preserving our award winning service reputation.