Financial Consultant
3 days ago
We are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity TalentSource LLC. As a Financial Consultant, you will be responsible for providing expert financial guidance and advice to our clients, helping them to achieve their long-term financial goals.
Key Responsibilities- Provide comprehensive financial planning and investment advice to clients, including retirement planning and wealth management strategies.
- Build and maintain strong relationships with clients, understanding their financial needs and goals, and delivering tailored solutions to meet those needs.
- Stay up-to-date with market trends and regulatory changes, ensuring that clients receive the most current and accurate financial information.
- Collaborate with other financial professionals to develop and implement comprehensive financial plans for clients.
- Conduct regular reviews and assessments of client portfolios, making adjustments as needed to ensure alignment with client goals and risk tolerance.
- FINRA Series 7 & 63 licenses required prior to hire.
- Series 65 and/or 66 and state registrations required within 3 months of hire.
- Experience working with high net worth clients and a deep understanding of financial markets.
- A CFP certification is preferred, but not required.
We offer a competitive compensation package, including a base salary, commissions, and bonuses. We also provide a comprehensive benefits package, including health insurance, retirement plans, and paid time off.
About Fidelity TalentSource LLCFidelity TalentSource LLC is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. We are committed to providing exceptional service, expertise, and value to our clients, and we are seeking a talented and motivated Financial Consultant to join our team.
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