FMAX Investment Consultant

Welcome to Fidelity Investments, one of the world's leading investment management companies. We are currently seeking a highly skilled and motivated individual to join our team as an FMAX Investment Consultant. With a strong focus on providing exceptional financial services and guidance, this role offers a unique opportunity to make a significant impact on our clients' financial future. We are looking for individuals with a passion for investments, a strong understanding of financial markets, and exceptional communication and relationship-building skills. If you are a driven and ambitious professional with a strong desire to help others achieve their financial goals, we would love to hear from you.

1. Provide exceptional financial services and guidance to clients.
2. Build and maintain strong relationships with clients.
3. Act as a subject matter expert on investments and financial markets.
4. Conduct thorough analysis and research to advise clients on the best investment options.
5. Develop and implement personalized investment strategies for clients.
6. Stay up-to-date on industry trends and changes in the market to provide the most current and accurate information to clients.
7. Collaborate with other team members to ensure a seamless and efficient client experience.
8. Proactively identify opportunities to upsell or cross-sell investment products and services.
9. Meet and exceed individual and team sales targets.
10. Maintain accurate and organized client records and documentation.
11. Continuously seek ways to improve and enhance the client experience.
12. Act as a brand ambassador, representing Fidelity Investments in a professional manner.
13. Attend training and professional development opportunities to stay current with industry standards and best practices.
14. Adhere to all company policies, procedures, and compliance regulations.
15. Continuously strive to meet and exceed client satisfaction goals.

According to JobzMall, the average salary range for a FMAX Investment Consultant in Chicago, IL, USA is between $50,000 and $150,000 per year. This range can vary depending on factors such as experience, qualifications, and performance. Some Investment Consultants may also receive bonuses or commissions based on their clients' investment performance.

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.