Financial Advisor
1 day ago
Fidelity Investments is a leading financial services company seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment strategies and financial planning.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial needs and goals.
- Develop and implement personalized investment plans to help clients achieve their financial objectives.
- Provide expert advice on investment products and services, including stocks, bonds, mutual funds, and retirement plans.
- Stay up-to-date on market trends and economic conditions to provide informed guidance to clients.
- Collaborate with other financial professionals to ensure seamless delivery of services to clients.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
- 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; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
- A competitive total rewards package, including a stable base salary, to recognize associate achievements.
- A range of benefits to support your physical, emotional, and financial well-being.
- Opportunities for professional growth and development, including training and education programs.
- A collaborative and inclusive work environment that values diversity and promotes a culture of belonging.
Fidelity 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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
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