FIDELITY INVESTMENTS Investment Consultant Salary in the United States

How much does an Investment Consultant make at companies like FIDELITY INVESTMENTS in the United States? The average salary for Investment Consultant at companies like FIDELITY INVESTMENTS in the United States is $162,855 as of August 27, 2024, but the range typically falls between $132,293 and $193,418 . Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target. View the Cost of Living in Major Cities About FIDELITY INVESTMENTS Browse other Companies in the Business Services Industry View fidelity investments Salary

What does an Investment Consultant do at companies like FIDELITY INVESTMENTS?

Job Description:

FINRA Series 7 & 63 required prior to hire
Series 65 and/or 66 and state registrations required within 3 months of hire
A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose of Your Role

You will develop financial plans customized to the needs of Fidelity’s 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 Skills You Bring

In a team-based, sales environment you take initiative and exceed expectations.
You have a deep understanding of various investment products, and are able to educate customers on the values and differences of each
Incomparable consultative selling and organizational skills

The Value You Deliver

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 products and services
Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills

How Your Work Impacts the Organization

Working in our Investor Center, you will offer mentorship and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you form relationships here, you will also be building your career!