Consultant, Defined Contribution

At Fidelity Investments, we are dedicated to helping our clients achieve their financial goals and dreams. As a Consultant for our Defined Contribution team, you will have the opportunity to play a crucial role in guiding our clients towards a secure retirement. We are looking for individuals who are passionate about making a positive impact, possess strong analytical skills, and thrive in a fast-paced, collaborative environment. If this sounds like you, we encourage you to apply for this exciting opportunity and join our team of dedicated professionals at Fidelity Investments.

1. Provide expert guidance and support to clients on their defined contribution plans.
2. Analyze client portfolios and make recommendations to help clients reach their financial goals.
3. Collaborate with team members to develop and implement effective retirement strategies.
4. Stay up-to-date on industry trends and regulations to ensure clients are in compliance.
5. Build and maintain strong relationships with clients to understand their unique needs and provide tailored solutions.
6. Utilize strong analytical skills to evaluate client data and identify areas for improvement.
7. Act as a subject matter expert on defined contribution plans and educate clients on best practices.
8. Communicate complex financial concepts in an easy-to-understand manner to clients.
9. Work closely with internal teams to provide seamless and efficient service to clients.
10. Proactively identify opportunities for business growth and actively participate in business development efforts.
11. Maintain accurate and detailed client records and documentation.
12. Continuously strive to improve processes and procedures to enhance the client experience.
13. Adhere to company policies, procedures, and ethical standards at all times.
14. Represent Fidelity Investments in a professional and positive manner at all times.

According to JobzMall, the average salary range for a Consultant, Defined Contribution in New York, NY, USA is between $85,000 and $150,000 per year. However, this salary range can vary depending on factors such as experience, education, industry, and company size. Some consultants in this field may earn higher salaries, particularly those with extensive experience and a strong track record of success.

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.