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Financial Consultant

2 months ago

Princeton, New Jersey, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing expert financial guidance and personalized planning to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their financial needs and goals
  • Develop and implement comprehensive financial plans, including investment strategies and retirement planning
  • Provide expert advice on investment products and services, including mutual funds, stocks, and bonds
  • Stay up-to-date on market trends and economic conditions, making informed recommendations to clients
  • Collaborate with other financial professionals to deliver exceptional client service and support
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 experience in financial services, including investment advice and planning
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients
  • Ability to work in a fast-paced environment, meeting deadlines and delivering results
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions
What We Offer

As a Financial Consultant at Fidelity Investments, you will have the opportunity to work with a talented team of professionals, delivering exceptional client service and support. We offer a competitive compensation package, including a base salary, bonuses, and benefits. You will also have access to ongoing training and development opportunities, helping you stay up-to-date on industry trends and best practices.

Why Join Fidelity Investments

Fidelity Investments is a leading provider of financial services, with a long history of innovation and excellence. We are committed to helping our clients achieve their financial goals and objectives, and we are seeking talented professionals like you to join our team. As a Financial Consultant at Fidelity Investments, you will have the opportunity to make a real difference in the lives of our clients, while also advancing your own career and personal goals.