Financial Investment Consultant
2 weeks ago
Exciting Opportunity:
Become part of a vibrant financial services organization that is dedicated to empowering clients and delivering exceptional investment solutions. At Fidelity TalentSource LLC, we emphasize the importance of fostering enduring relationships with clients and providing tailored financial strategies to help them realize their aspirations. We are committed to professional development and flexibility to ensure success for both our team members and clients.
Role OverviewAs a Wealth Management Advisor, you will collaborate closely with clients in our Investor Center to devise personalized financial strategies utilizing a diverse range of products and services. Your primary focus will be on enhancing existing client relationships and offering customized investment solutions, rather than constantly pursuing new clients. This position provides the opportunity to work alongside a dedicated local advisor and significantly influence clients' financial futures.
Qualifications- Employ advanced tools to engage in financial planning discussions and recommend appropriate solutions
- Conduct one-on-one meetings efficiently using technology and plan for follow-up interactions
- Cultivate relationships by understanding clients' needs and directing them to the suitable wealth management partner
- Hold necessary licenses such as Series 7 & 63, with a preference for Series 65 or 66 and state registrations
- Professional certifications like CFP are advantageous, with support available through our Tuition Reimbursement program
- Possess comprehensive knowledge of investment products and effectively articulate their benefits to clients
- Excel in relationship building, taking initiative, and surpassing expectations
- Exhibit outstanding communication and consulting skills in a fast-paced environment
We prioritize our associates' well-being by providing competitive compensation and benefits, as well as extensive training opportunities to promote professional growth. You will have access to the resources and support necessary to excel in this role and make a meaningful difference in clients' lives.
Impactful RoleAs a Wealth Management Advisor, you will play a vital role in assisting clients in making informed investment decisions that align with their best interests. By utilizing our planning tools and implementing tailored solutions, you will contribute to clients' long-term financial success.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
About Us
Fidelity TalentSource LLC is dedicated to enhancing clients' financial well-being through personalized investment strategies. We assist individuals, organizations, and advisors in achieving their financial goals and provide innovative solutions to optimize their investments.
Experience the Difference
We are an equal opportunity employer committed to fostering a culture of inclusion and belonging to attract and retain a diverse workforce. We accommodate applicants with disabilities who require adjustments during the application process. Contact our HR Accommodation Team for assistance with accommodation requests.
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