Financial Consultant
2 weeks ago
About the Role:
We are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.
Key Responsibilities:
- Provide personalized financial planning and investment advice to clients
- Conduct thorough financial assessments and develop tailored investment strategies
- Build and maintain strong relationships with clients, understanding their financial needs and goals
- Stay up-to-date with market trends and regulatory changes, ensuring clients receive the best possible advice
- Collaborate with internal teams to provide comprehensive financial solutions
Requirements:
- FINRA Series 7 & 63 licenses, or ability to acquire within 6 months
- Series 65 or 66 licenses, or ability to acquire within 6 months
- Strong understanding of financial markets, products, and regulations
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
What We Offer:
- A competitive salary and bonus structure
- A comprehensive benefits package, including medical, dental, and vision coverage
- A 401(k) matching program and employee stock purchase plan
- Opportunities for professional growth and development, including training and education programs
- A dynamic and supportive work environment
How to Apply:
If you are a motivated and results-driven individual with a passion for finance, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications.
Fidelity Investments is an Equal Opportunity Employer.
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