Financial Consultant

4 weeks ago


Glen Allen, Virginia, United States Fidelity Investments Full time
{"title": "Financial Consultant Role Overview", "content": "Role Overview

Fidelity Investments is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide expert advice on investment strategies and solutions to help clients achieve their financial objectives.
  • Develop and implement comprehensive financial plans to meet clients' needs.
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice.
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations.
  • Previous success in building relationships, uncovering needs, and recommending solutions.
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
  • Degree and/or other professional certifications are helpful.
What We Offer
  • A competitive total rewards package, including a stable base salary and comprehensive benefits.
  • Opportunities for professional growth and development through training and mentorship.
  • A collaborative and supportive work environment.
Why Join Fidelity?

Fidelity Investments is a leader in the financial services industry, and we offer a unique opportunity to work with a talented team of professionals who are passionate about helping clients achieve their financial goals.

", "lang_code": "en-US"}
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