Financial Consultant

1 week ago


Columbia, Maryland, United States Fidelity TalentSource LLC Full time

Job Summary:

Fidelity Investments is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives.

About the Role:

This is a unique opportunity to work with a stable industry leader, Fidelity, which provides a business model with an existing client base and institutional feeders of business. You will have the opportunity to deepen relationships and create complex financial plans, while also having the time to nurture existing client relationships.

Key Responsibilities:

  • Build relationships with clients to understand their financial goals and provide personalized investment solutions
  • Develop and implement comprehensive investment plans to help clients achieve their financial objectives
  • Provide ongoing support and guidance to clients to ensure they are on track to meet their financial goals
  • Collaborate with other Fidelity teams to provide a seamless client experience

Requirements:

  • Previous experience in financial services or a related field
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks

What We Offer:

  • A competitive total rewards package, including a stable base salary and bonus potential
  • Opportunities for professional growth and development, including training and education programs
  • A collaborative and supportive work environment
  • A comprehensive benefits package, including health insurance, retirement savings, and paid time off

About Fidelity:

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 to help invest their clients' money.

Why Join Fidelity:

Fidelity is a top 10 Best Place to Work in 2024, according to Glassdoor. We offer a range of opportunities for learning and development, a competitive total rewards package, and a collaborative and supportive work environment. If you are passionate about helping people achieve their financial goals and are looking for a challenging and rewarding career, we encourage you to apply.


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