Strategic Financial Growth Specialist

5 days ago


Mount Pleasant, Utah, United States Fidelity TalentSource LLC Full time

Fidelity Investments is a leading provider of financial services, and we are seeking an experienced Financial Consultant to join our team.

About the Role

This role involves working closely with clients to understand their financial goals and objectives, and providing personalized guidance and planning to help them achieve their desired outcomes. As a key member of our Investor Center team, you will be responsible for building strong relationships with clients, identifying their needs, and delivering tailored investment solutions that meet their unique circumstances.

Key Responsibilities
  • BUILD STRONG RELATIONSHIPS WITH CLIENTS:

    • Engage face-to-face with clients to understand their financial goals and objectives

    • Develop personalized plans to help clients achieve their desired outcomes

  • PROVIDE COMPREHENSIVE INVESTMENT SOLUTIONS:

    • Analyze clients' financial situations and develop targeted investment strategies

    • Recommend customized investment products and services to meet clients' unique needs

  • MENTOR AND SUPPORT CLIENTS:

    • Provide ongoing guidance and support to clients as they navigate complex financial decisions

    • Hold clients accountable for their financial progress and adjust plans as needed

Requirements
  • Prior Experience: 3+ years of experience in finance, sales, or a related field

  • Certifications: FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations

  • Skills: Strong communication and interpersonal skills, ability to work independently and collaboratively as part of a team, analytical and problem-solving skills, attention to detail and organizational skills



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