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Financial Consultant

2 months ago

Wayne, New Jersey, United States Fidelity TalentSource LLC Full time
About the Role

Fidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing expert financial guidance and planning to our clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Develop and implement comprehensive financial plans, including investment strategies and retirement planning.
  • Provide expert advice on investment products and services, including stocks, bonds, and mutual funds.
  • Stay up-to-date on industry trends and regulatory changes, ensuring compliance with all relevant laws and regulations.
  • Collaborate with other financial professionals to deliver exceptional client service and support.
Requirements
  • 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.
What We Offer
  • A competitive total rewards package, including a stable base salary, to recognize associate achievements.
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
  • A supportive and collaborative work environment, with opportunities for professional growth and development.
  • A comprehensive benefits package, including health, dental, and vision insurance, as well as a 401(k) plan.
About Fidelity TalentSource LLC

Fidelity TalentSource LLC is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. We are committed to delivering exceptional client service and support, while maintaining the highest standards of integrity and professionalism.