Financial Consultant
24 hours ago
About the Role
Fidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals.
Key Responsibilities
- Build and maintain strong relationships with clients to understand their financial needs and goals.
- Develop and implement personalized financial plans to help clients achieve their objectives.
- Provide expert advice on investment strategies, retirement planning, and wealth management.
- Stay up-to-date on industry trends and regulatory changes to ensure clients receive the best possible guidance.
- Collaborate with internal teams to provide comprehensive financial solutions to clients.
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.
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
- 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
- A competitive total rewards package, including a stable base salary, to recognize associate achievements.
- Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
- A range of benefits to meet your evolving needs and help you live your best life at work and at home.
- Opportunities for professional growth and development to help you succeed in your career.
About Fidelity TalentSource LLC
Fidelity TalentSource LLC is a leading provider of financial services and solutions. We are committed to helping our clients achieve their financial goals and providing them with the best possible guidance and support.
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