Fidelity Investments · 1 day ago
Investment Consultant - Virginia Beach, VA
Virginia Beach, VA
Full-time
Hybrid
Mid LevelFidelity Investments is a stable industry leader in financial services, committed to making a difference in the lives of their clients. The Investment Consultant role focuses on developing customized financial plans for existing clients using Fidelity’s tools and services, while building strong relationships and providing investment solutions.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future
Qualification
Required
Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
Degree and/or other professional certifications such as a CFP are helpful
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Benefits
Competitive total rewards package
Tuition Reimbursement program
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
Livemint.com
2026-01-22
2026-01-20
alleywatch.com
2026-01-20
Company data provided by crunchbase