Financial Consultant

2 weeks ago


Paramus, New Jersey, United States Fidelity Investments Full time
About the Role

We are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Provide personalized financial planning and investment advice to clients
  • Develop and implement comprehensive financial plans that meet the unique needs of each client
  • Build and maintain strong relationships with clients through exceptional customer service and communication
  • Stay up-to-date on industry trends and developments to provide the best possible advice 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 success in building relationships, uncovering needs and recommending solutions
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
What We Offer
  • A competitive total rewards package, including a stable base salary, to recognize associate achievements
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
  • A supportive and collaborative work environment that values honesty, integrity, and the safety of our associates and customers
  • The opportunity to work with a leading financial services company that is committed to helping people invest and plan for their future
Why Join 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 we are committed to providing our associates with the tools and resources they need to succeed.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are passionate about helping people achieve their financial goals and objectives, we encourage you to apply for this exciting opportunity.


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