Investment Consultant
2 weeks ago
We are seeking a highly skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will work directly with clients to help them make informed investment decisions that align with their financial goals and objectives.
Key Responsibilities- Develop and implement customized financial plans for clients using Fidelity's planning and guidance tools.
- Present and implement investment solutions that best meet client needs, leveraging your knowledge of various investment products and services.
- Grow relationships with clients through proactive outreach and referrals to wealth management partners as needed.
- Stay up-to-date on industry trends and regulatory requirements to provide expert advice to clients.
- Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred.
- Strong understanding of various investment solutions and ability to educate clients on their values and differences.
- Excellent interpersonal and communication skills, with the ability to build strong relationships with clients.
Fidelity Investments is a leader in the financial services industry, and we offer a competitive total rewards package, including a stable base salary and comprehensive benefits. We also provide ongoing training and development opportunities to help you succeed in your role.
About FidelityFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, and we assist companies and non-profit organizations in delivering benefits to their employees. Join us and be part of a team that is dedicated to making a positive impact on people's lives.
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Investment Consultant
4 weeks ago
Tucson, Arizona, United States Fidelity TalentSource LLC Full timeJob Overview:Fidelity Investments is a leading financial services company that offers a range of investment products and services. We are seeking a skilled Investment Consultant to join our team in Tucson, Arizona.About the Role:As an Investment Consultant, you will work directly with clients to help them achieve their financial goals. You will develop...
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Investment Consultant
1 week ago
Tucson, Arizona, United States Fidelity TalentSource LLC Full timeJob Opportunity:About the Role:This position requires in-person attendance in the assigned Branch location. As an Investment Consultant, you will work directly with clients to help them make investment decisions that are in their best interest. You will develop customized financial plans through a wide range of products and services using your sound...
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Investment Consultant
4 weeks ago
Tucson, Arizona, United States Fidelity TalentSource LLC Full timeAbout the RoleThis is a hybrid role that requires you to live in the Greater Tucson area and work in-person at our Tucson Investment Center each week.Key ResponsibilitiesDevelop customized financial plans for clients using Fidelity's planning tools and a wide range of products and services.Engage with existing clients and warm leads, focusing on providing...
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Sales Consultant
1 week ago
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Tax Consultant
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Business Solutions Consultant
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GIS Analyst
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GIS Analyst
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Tax Specialist
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Tax Advisor
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Travel Nurse RN
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Travel Nurse RN Med Surg
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Financial Services Professional
3 weeks ago
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Emergency Department Nurse
2 weeks ago
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Loan Officer
1 month ago
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Cardiology Division Director
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Sales Representative
3 weeks ago
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