Investment Consultant

4 weeks ago


Tucson, Arizona, United States Fidelity TalentSource LLC Full time

Job Overview:

Fidelity Investments is a leading financial services company that offers a range of investment products and services. We are seeking a skilled Investment Consultant to join our team in Tucson, Arizona.

About the Role:

As an Investment Consultant, you will work directly with clients to help them achieve their financial goals. You will develop customized financial plans, provide investment advice, and help clients make informed decisions about their investments.

Key Responsibilities:

  • Develop and implement financial plans for clients
  • Provide investment advice and guidance to clients
  • Help clients make informed decisions about their investments
  • Work closely with clients to understand their financial goals and objectives
  • Stay up-to-date with market trends and developments to provide clients with the best possible advice

Requirements:

  • Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred
  • Strong understanding of financial markets and investment products
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer:

Fidelity Investments offers a competitive salary and benefits package, as well as opportunities for professional growth and development. We are committed to creating a diverse and inclusive work environment that supports the success of our employees.

How to Apply:

If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.


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