Investment Advisor
2 weeks ago
Financial Consultant
Become a part of a well-established leader in the financial advisory sector. Fidelity provides a robust client portfolio and premier resources for your professional advancement. Equip yourself to enhance client connections and devise intricate financial strategies.
Your Responsibilities:
- Interact directly with clients in our Investor Center
- Deliver tailored financial advice and strategic planning
- Foster relationships with current clients
Qualifications:
- Proven success in cultivating relationships and proposing solutions
- Possession of FINRA Series 7 & 63 licenses (or ability to obtain upon hiring)
- Effective presentation skills to convey complex solutions to clients
Your Expertise:
- Capability to introduce clients to various investment strategies
- Adaptable, team-oriented, and dedicated to customer satisfaction
- Results-oriented with comprehensive knowledge of investment options
What We Provide:
Attractive total rewards package including base salary
Comprehensive training and support throughout your career
The Impact You Make:
- Guide and assist clients in achieving their retirement objectives
- Offer holistic investment solutions and retirement strategies
- Engage clients through personal interactions and relationship development
Certifications Required:
Series 07 - FINRA, Series 63 - FINRA
Company Overview:
Fidelity Investments is committed to enhancing the financial well-being of our clients. We provide numerous opportunities for fulfilling careers and adaptable benefits.
Why Fidelity:
Recognized as a top workplace, we prioritize honesty, integrity, and a secure working environment. At Fidelity, we emphasize diversity and inclusion to cultivate a strong workforce.
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