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Financial Consultant
1 month ago
Job Overview:
Fidelity Investments is seeking a highly skilled Financial Consultant to join our team. As a key member of our Investor Center, you will be responsible for providing exceptional client service and building long-term relationships with our customers.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients, including investment strategies and retirement planning.
- Provide expert advice on investment products and services, including mutual funds, stocks, and bonds.
- Collaborate with clients to understand their financial goals and objectives, and develop tailored solutions to meet their needs.
- Stay up-to-date on industry trends and developments, and apply this knowledge to provide innovative solutions for clients.
Requirements:
- FINRA Series 7 & 63 required prior to hire.
- Series 65 and/or 66 and state registrations required within 3 months of hire.
- Experience with High Net Worth clients.
- A CFP is preferred, but not required.
What We Offer:
- A competitive compensation package, including a base salary and bonus structure.
- Opportunities for professional growth and development, including training and education programs.
- A dynamic and supportive work environment, with a team of experienced professionals.
- Access to cutting-edge technology and tools, to help you succeed in your role.
About Fidelity:
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, and provide institutions and independent advisors with investment and technology solutions.
Why Join Us:
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives. We offer flexible benefits, a hybrid working model, and a commitment to diversity and inclusion.