Investment Consultant - Albuquerque, NM

In this Investment Consultant role at Fidelity, you will work directly with clients in the Investor Center to develop customized financial plans using Fidelity’s planning tools, while focusing on existing client relationships and warm leads rather than sourcing new customers. You will discuss investment solutions across a range of products, educate clients on values and differences of options, and leverage strong communication and consultative skills to grow relationships and support clients’ financial goals. The position requires in-person attendance at the assigned Branch location and emphasizes guidance-based planning, proactive outreach, and coordination with wealth-management partners to meet client needs. Certifications/licensing (Series 7 & 66, or ability to acquire Series 66 upon hire) and state registrations are required or expected; CFP or related degree is helpful, with Tuition Reimbursement available to pursue credentials. Training is provided in-branch, regionally, nationally, and virtually to support onboarding and ongoing success.