Financial Consultant
6 days ago
We are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment planning and guidance.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial needs and goals
- Develop and implement comprehensive investment plans tailored to each client's unique situation
- Provide ongoing guidance and support to clients to help them achieve their financial objectives
- Stay up-to-date on industry trends and developments to ensure clients receive the best possible advice
- 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
At Fidelity, we offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
Why Join Fidelity?We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to HR.Accommodation.Team@fidelity.com.
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