Financial Advisory Consultant
2 weeks ago
Financial Advisory Consultant
Are you dedicated to enhancing individuals' financial prospects? At Fidelity TalentSource LLC, a prominent leader in the financial services sector, you will play a pivotal role in developing customized financial strategies for clients. Your primary objective will be to cultivate ongoing client relationships while delivering personalized investment options with the assistance of a local advisor.
Key Responsibilities:- Facilitate financial planning conversations utilizing Fidelity's innovative tools
- Conduct productive one-on-one meetings with clients
- Gain a deep understanding of clients' objectives and connect them with wealth management specialists
- Maintain necessary licenses or demonstrate a commitment to acquire them promptly
- Exhibit exceptional communication and interpersonal abilities
At Fidelity, you will benefit from a comprehensive rewards package that includes a competitive base salary. We provide continuous training and development opportunities to help you enhance your expertise and thrive in your role. Our commitment to employee well-being is reflected in our support programs designed to promote a balanced work-life experience.
Impact You Will Make:As a Financial Advisory Consultant, you will directly influence clients' investment choices, contributing to their financial success. By utilizing Fidelity's resources and implementing customized solutions, you will create a significant impact on clients' financial journeys.
About Us:Fidelity TalentSource LLC is a leading organization focused on empowering individuals to secure their financial futures. Our dedication to diversity and inclusion fosters a supportive work environment where you can excel. Recognized as a Glassdoor Employees Choice Award recipient, we offer ample opportunities for continuous learning and professional growth.
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