Financial Consultant Expert
1 month ago
We're seeking an experienced Financial Consultant to join our team at Fidelity Investments. In this role, you'll have the opportunity to work closely with clients, providing guidance and personalized planning to help them achieve their financial goals.
Job DescriptionAs a Financial Consultant, you'll be responsible for engaging with clients face-to-face, offering expert advice on investment solutions and retirement plans. You'll work collaboratively with our team to provide comprehensive support to our clients, helping them navigate complex financial decisions.
Key Responsibilities- Develop and implement tailored financial plans for clients, incorporating investment strategies and retirement solutions.
- Build strong relationships with clients, understanding their unique needs and objectives.
- Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and excellence in your work.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
- Prior experience in financial services, with a proven track record of success in building client relationships and delivering results-driven solutions.
- Excellent communication and interpersonal skills, with the ability to present complex information in a clear and concise manner.
At Fidelity Investments, we offer a competitive compensation package, including a base salary range of $60,000 - $80,000 per year. In addition, you'll have access to a comprehensive benefits program, including health insurance, retirement savings, and paid time off.
Our Culture and ValuesWe're proud to be recognized as a top employer, committed to fostering a culture of inclusion and belonging. Our team is dedicated to making a positive impact in the lives of our clients and colleagues alike.
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