Financial Consultant

2 weeks ago


San Antonio, Texas, United States Fidelity TalentSource LLC Full time
Job Title: Financial Consultant

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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