The Investment Consultant Regional maintains a focus on managing client relationships and exploring new investment opportunities for each client. The Investment Consultant is responsible for the relationship management and business development of a defined book of business.
As an Investment Consultant, you will be the first touch point our clients have with our firms mission, values and capabilities. You will spend your day learning about and understanding each clients investment needs and guiding them to solutions that best match their goals.
In this role, 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.