Investment Consultant - Potomac Maryland

Company: Financial Advisory Workforce
Location: Potomac, Maryland
Posted On: 03/31/2026

Fidelity Investments, a leading global asset manager, is seeking a skilled Investment Consultant to join our Boston office. This role involves providing tailored investment advice, developing client relationships, and creating strategic financial plans to meet clients' long-term financial goals. The successful candidate will leverage Fidelity's extensive portfolio of financial products to propose unique solutions that effectively address the varying needs of our clients. Analyze client financial data to develop customized financial plans and investment strategies. Recommend Fidelity financial products and services that best meet client needs. Maintain and expand client relationships through high-quality advisory services. Stay abreast of market trends and provide proactive advice to clients. Collaborate with team members to develop innovative investment solutions. Ensure compliance with all industry rules and regulations. Strong analytical and financial planning skills Proficiency in financial software and Microsoft Office Excellent communication and interpersonal skills Ability to manage multiple client accounts Deep understanding of the financial markets and investment products Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Certified Financial Planner (CFP) preferred Series 7 and 66 licenses required More...

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