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Financial Consultant

2 months ago

San Jose, California, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing personalized financial planning and investment advice to our clients, helping them achieve their long-term financial goals.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
  • Provide ongoing investment advice and guidance to clients, helping them make informed decisions about their financial portfolios.
  • Build and maintain strong relationships with clients, understanding their financial situations and providing tailored solutions to meet their needs.
  • Stay up-to-date with market trends and economic conditions, using this knowledge to inform investment decisions and provide expert advice to clients.
  • Collaborate with other members of the Fidelity team to ensure seamless delivery of financial services 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 experience in financial planning and investment advice, preferably in a similar role.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
What We Offer
  • A competitive salary and bonus structure, with opportunities for career advancement and professional growth.
  • A comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Access to ongoing training and development opportunities, helping you stay up-to-date with industry trends and best practices.
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.