Financial Consultant

2 weeks ago


Towson, Maryland, United States Fidelity TalentSource LLC Full time

Unlock Your Potential as a Financial Consultant

Fidelity Investments is a leading provider of financial services, and we're seeking a talented Financial Consultant to join our team. As a Financial Consultant, you'll play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment strategies and financial planning.

About the Role

As a Financial Consultant, you'll be responsible for:

  • Building and maintaining relationships with existing clients and identifying new business opportunities
  • Providing personalized financial planning and investment advice to clients
  • Developing and implementing comprehensive financial plans that meet the unique needs of each client
  • Staying up-to-date on industry trends and developments to ensure the highest level of service and expertise for our clients

What We Offer

At Fidelity Investments, we're committed to providing our employees with the tools, training, and support they need to succeed in their careers. As a Financial Consultant, you'll enjoy:

  • A competitive salary and bonus structure
  • Opportunities for professional growth and development
  • A comprehensive benefits package, including health insurance, retirement savings, and paid time off
  • A dynamic and supportive work environment that encourages collaboration and innovation

Requirements

To be successful as a Financial Consultant, you'll need:

  • FINRA Series 7 and 63 licenses, or the ability to obtain them within a specified timeframe
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues
  • Excellent analytical and problem-solving skills, with the ability to think critically and creatively
  • A bachelor's degree in a related field, or equivalent experience

Why Join Fidelity Investments?

Fidelity Investments is a company that values its employees and is committed to helping them achieve their career goals. We offer a dynamic and supportive work environment that encourages collaboration and innovation, and we're proud to be recognized as a top employer in the industry. If you're passionate about finance and committed to delivering exceptional service to our clients, we encourage you to apply for this exciting opportunity.


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