Financial Services Professional
11 hours ago
Fidelity Investments is seeking a talented Financial Services Professional to join our team. As a key member of our client management team, you will provide personalized financial planning and guidance to our clients, helping them achieve their financial goals.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients
- Provide expert advice on investment products and services
- Build and maintain strong relationships with clients
- Collaborate with cross-functional teams to deliver exceptional client experiences
Requirements:
- FINRA Series 7 & 63 licenses required
- Series 66 and insurance licenses preferred
- 5+ years of financial services experience, with 3-5 years of sales experience
- CFP certification a plus
About Fidelity Investments:
Fidelity Investments is a leading provider of financial services, offering a comprehensive range of investment products and services to individuals, institutions, and financial intermediaries. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.
Why Join Fidelity Investments?
At Fidelity Investments, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and make a meaningful impact on the lives of our clients. We offer a competitive compensation package, comprehensive benefits, and a dynamic work environment that supports your career growth and well-being.
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