Financial Planning Expert

4 weeks ago


Marlton, New Jersey, United States Fidelity Investments Full time
Job Overview

Fidelity Investments is a leading financial services company that empowers individuals and businesses to achieve their financial goals. We are seeking a highly skilled Financial Consultant to join our team and provide expert guidance to our clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans tailored to individual client needs
  • Provide expert advice on investment strategies and products to help clients achieve their financial objectives
  • Build and maintain strong relationships with clients through exceptional customer service and communication
  • Stay up-to-date with industry trends and regulatory changes to ensure clients receive the best possible advice
Requirements
  • FINRA Series 7 & 63 licenses; Series 65 or 66 licenses and appropriate state registrations
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients
  • Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and colleagues
  • Ability to work in a fast-paced environment and adapt to changing priorities and deadlines
What We Offer

Fidelity Investments offers a competitive compensation package, including a stable base salary, bonuses, and comprehensive benefits. We also provide ongoing training and development opportunities to help you advance your career and achieve your financial goals.

About Fidelity Investments

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.



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