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Financial Investment Advisor

2 months ago

Farmington Hills, Michigan, United States Fidelity TalentSource LLC Full time

Position Summary:

Investment Consultant

As a pivotal member of a prominent financial services organization, you will play a key role in nurturing client relationships and fostering professional advancement. In the capacity of an Investment Consultant at our Investor Center, your primary focus will be on delivering customized financial strategies to affluent clients. By actively engaging with our existing clientele and presenting a diverse array of investment options, you will significantly contribute to their enduring financial success.

Qualifications:
  • Proven ability to cultivate robust client relationships and propose effective solutions
  • Required: FINRA Series 7 & 63 licenses; Series 65 or 66 licenses are advantageous
  • Familiarity with a variety of investment products and credentials such as CFP are highly regarded
Essential Skills:
  • Superior communication and organizational abilities
  • Capacity to educate clients regarding investment alternatives
  • Team-oriented with a collaborative and receptive attitude
  • Initiative and a commitment to surpassing expectations in a collaborative setting
Benefits Offered:

We offer a comprehensive rewards package, extensive training programs, and avenues for professional growth. Our organization emphasizes work-life balance and fosters a nurturing work environment. Become part of a fulfilling career that positively impacts clients.

Your Contributions:
  • Delivering personalized guidance to clients and aiding in asset accumulation
  • Providing a broad spectrum of financial solutions
  • Engaging clients through proficient communication and relationship management