Financial Consultant

2 weeks ago


Greenwich, Connecticut, United States Fidelity Investments Full time
Unlock Your Potential as a Financial Consultant

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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