Expert Financial Advisor Position

7 days ago


Dallas, Texas, United States Fidelity TalentSource LLC Full time

Transform Your Career with Fidelity

Fidelity Investments, a leading financial services company, is seeking an Expert Financial Advisor to join our team. This exciting opportunity offers a chance to build a meaningful career in financial planning and advice.

About the Role:

This position involves working with clients to understand their financial goals and provide personalized investment solutions. As an Expert Financial Advisor, you will be responsible for delivering exceptional customer service, identifying new business opportunities, and building strong relationships with existing clients.

Key Responsibilities:

  • Clients First: Provide expert advice to clients on investment products, retirement plans, and other financial services.
  • New Business Development: Identify and pursue new business opportunities to expand our client base.
  • Relationship Building: Develop and maintain strong relationships with existing clients, ensuring their ongoing satisfaction and loyalty.

Requirements:

To succeed in this role, you will need:

  • 5+ Years of Sales Experience: Proven track record of success in sales or a related field.
  • Excellent Communication Skills: Ability to communicate complex financial concepts in a clear and concise manner.
  • Strong Analytical Skills: Proficiency in analyzing data and making informed recommendations.

Benefits and Compensation:

We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience, plus benefits and opportunities for professional growth.

About Fidelity:

Fidelity Investments is a leader in the financial services industry, dedicated to helping individuals and businesses achieve their financial goals. Our company culture values honesty, integrity, and the safety of our associates and customers.


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