Financial Consultant
3 days ago
Fidelity Investments is seeking a talented Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial needs and goals.
- Develop and implement personalized financial plans to help clients achieve their objectives.
- Provide expert advice on investment strategies and products to help clients make informed decisions.
- Stay up-to-date on industry trends and developments to ensure clients receive the best possible advice.
- A competitive salary range of $55,000 - $75,000 per year, based on experience and qualifications.
- A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
- Opportunities for professional growth and development, including training and education programs.
- A dynamic and supportive work environment, with a team of experienced professionals.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations.
- Previous experience in a financial services role, with a strong understanding of investment products and strategies.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
- A bachelor's degree in a related field, or equivalent experience.
Fidelity Investments is a leading provider of financial services, with a reputation for excellence and a commitment to helping our clients achieve their financial goals. As a Financial Consultant with Fidelity, you will have the opportunity to work with a talented team of professionals, and to make a real difference in the lives of our clients.
We are an equal opportunity employer, and welcome applications from diverse candidates. If you are a motivated and experienced Financial Consultant looking for a new challenge, we encourage you to apply.
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