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Financial Consultant

2 months ago

Bridgewater NJ USA, United States Fidelity Investments Full time
Job Overview

Fidelity Investments is a leading financial services company that empowers individuals to achieve their financial goals. We are seeking a skilled Financial Consultant to join our team and provide expert guidance to our clients.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement personalized investment plans to help clients achieve their financial objectives.
  • Provide expert advice on investment products and services to clients.
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice.
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
  • Previous success in building relationships, uncovering needs, and recommending solutions.
  • Excellent communication and interpersonal skills.
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
What We Offer

Fidelity Investments offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

About Fidelity Investments

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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.