Financial Advisor

7 days ago


Morristown, Tennessee, United States Fidelity Investments Full time
About the Role

We are seeking a 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 expert guidance and personalized planning.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement comprehensive financial plans that meet the unique needs of each client.
  • Provide expert guidance on investment strategies and products to help clients achieve their financial objectives.
  • Stay up-to-date on industry trends and developments to ensure clients receive the best possible advice.
Requirements
  • FINRA Series 7 & 63 licenses, with Series 65 or 66 licenses and appropriate state registrations.
  • Strong communication and interpersonal skills to effectively engage with clients and colleagues.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Strong analytical and problem-solving skills to develop and implement effective financial plans.
What We Offer

Fidelity Investments is a leading financial services company that offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. We also offer training and development opportunities to help you grow and succeed in your career.

Why Join Fidelity?

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We are committed to creating a diverse and inclusive work environment that fosters growth and development for all associates.


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