Financial Services Professional

4 weeks ago


Smithfield, Rhode Island, United States Fidelity Investments Full time
Unlock Your Potential as a Financial Services Professional

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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