Hiring: Investment Consultant- Johnson City, TN Company: Fidelity Investments Location: Johnson City, TN Job Posted Time: 2026-09-03 11:24:03 Employment Type: Full-time / Remote Target Skills & Keywords : CFP, Financial Planning, Series 66, Series 7, Wealth Management About the job Required Skills: •Note: Fidelity will not provide immigration sponsorship for this position. •The Expertise And Skills You Bring •Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs •Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning •Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity •Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each •Interpersonal skills and ability to grow relationships are exemplary •Will take initiative and exceed expectations Qualifications: •FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire •A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential) Compensation: •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!