Financial Advisor
2 days ago
We are seeking a highly skilled and motivated 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- Build and maintain strong relationships with clients to understand their financial needs and goals.
- Develop and implement comprehensive financial plans to help clients achieve their objectives.
- Provide expert advice and guidance on investment strategies and products.
- Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice.
- 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.
- 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 encourages professional growth and development.
- The opportunity to work with a leading financial services company that is committed to making a positive impact in the community.
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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
We are committed to creating a diverse and inclusive workplace that values and respects the contributions of all associates. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
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