Financial Consultant

2 weeks ago


San Francisco, California, United States Fidelity Investments Full time
About the Role

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 strong relationships with clients to understand their financial needs and goals
  • Develop and implement comprehensive investment plans to meet client objectives
  • Provide ongoing support and guidance to clients to ensure their financial goals are met
  • Stay up-to-date with industry trends and developments to provide expert advice to clients
Requirements
  • FINRA Series 7 & 63 licenses; Series 65 or 66 licenses and appropriate state registrations
  • Previous experience in financial services or a related field
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
What We Offer

Fidelity Investments offers 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 offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

Why Join Fidelity?

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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.



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