Financial Consultant
2 weeks ago
At Fidelity Investments, we're seeking a talented Financial Consultant to join our team. As a key member of our Investor Center, you'll engage face-to-face with clients, providing personalized planning and mentorship to help them achieve their financial goals.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients
- Provide expert guidance on investment strategies and products
- Build and maintain strong relationships with clients, understanding their unique needs and goals
- Collaborate with internal teams to deliver exceptional client experiences
Requirements:
- FINRA Series 7 & 63 licenses required
- Series 65 and/or 66 and state registrations required within 3 months
- Experience working with high net worth clients
- Certified Financial Planner (CFP) certification preferred
What We Offer:
- A competitive total rewards package, including a stable base salary and benefits
- Opportunities for professional growth and development, including tuition reimbursement and training programs
- A dynamic and supportive work environment, with a focus on teamwork and collaboration
About Fidelity Investments:
Fidelity Investments is a leading provider of financial services, dedicated to helping individuals and institutions achieve their financial goals. We're committed to building a diverse and inclusive workplace, where our associates can thrive and grow.
How to Apply:
Ready to take the next step in your career? Apply now to join our team of talented professionals at Fidelity Investments.
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