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Wealth Management Consultant

2 months ago

Farmington Hills, Michigan, United States Fidelity Investments Full time

Investment Consultant at Fidelity Investments

Become part of a reputable organization dedicated to fostering strong client partnerships. We prioritize your professional development and offer a supportive environment for sustained career advancement.

Key Responsibilities:

  • Create tailored financial strategies for affluent clients
  • Enhance and maintain existing client relationships
  • Deliver comprehensive investment recommendations

Qualifications:

  • Proven track record in relationship management and solution delivery
  • Possession of FINRA Series 7 & 63 licenses (or ability to obtain upon hiring)
  • CFP designation or relevant degree, or commitment to achieve through our Tuition Reimbursement program

Essential Skills:

  • In-depth knowledge of investment products and services
  • Open to feedback, collaborative, and inquisitive approach
  • Strong consultative selling and organizational capabilities
  • Proactive mindset with a focus on exceeding team goals

Compensation and Benefits:

Comprehensive rewards package featuring a stable salary and extensive benefits. Training is provided to support all facets of your role.

Your Impact:

  • Guide clients towards sustainable financial growth
  • Present a diverse array of financial solutions
  • Engage clients through effective interpersonal communication

Required Certifications:

Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA