Investment Consultant

Are you passionate about helping others achieve their financial goals? Do you have a strong understanding of the investment market and a knack for developing personalized strategies? Fidelity Investments is looking for a driven and knowledgeable Investment Consultant to join our talented team. In this role, you will have the opportunity to work with clients, providing them with expert advice and guidance in their investment decisions. If you have a proven track record of success in the financial industry and a desire to make a positive impact on people's lives, we want to hear from you!

1. Develop personalized investment strategies for clients based on their financial goals, risk tolerance, and market trends.
2. Provide expert advice and guidance to clients on their investment decisions, including asset allocation, portfolio diversification, and investment selection.
3. Stay up-to-date on market trends, economic conditions, and industry developments to inform investment recommendations.
4. Maintain a deep understanding of Fidelity's products and services in order to effectively communicate and promote them to clients.
5. Build and maintain strong relationships with clients, acting as their main point of contact for all investment-related matters.
6. Conduct thorough financial reviews and evaluations for clients, identifying areas for improvement and making proactive recommendations.
7. Proactively identify and pursue opportunities to expand client relationships and increase revenue through cross-selling and upselling.
8. Collaborate with other members of the Fidelity team, including financial advisors and analysts, to deliver a comprehensive and seamless client experience.
9. Adhere to all regulatory and compliance standards, ensuring that all client interactions and recommendations are in line with industry regulations.
10. Continuously seek out professional development opportunities to enhance knowledge and skills in the financial industry and investment market.

According to JobzMall, the average salary range for a Investment Consultant in San Francisco, CA, USA is between $75,000 and $150,000 per year. However, this can vary depending on the specific company, experience level, and other factors. Some Investment Consultants may also receive additional bonuses or commissions based on their 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.