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Financial Consultant

2 months ago


Novi, Michigan, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Provide personalized financial planning and investment advice to clients, taking into account their unique financial situations and goals.
  • Develop and implement comprehensive financial plans that meet the needs of our clients, including investment strategies, retirement planning, and estate planning.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their satisfaction with our services.
  • Stay up-to-date with industry trends and developments, and apply this knowledge to provide expert advice to clients.
  • Collaborate with other members of our team to ensure seamless delivery of our services to clients.
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
  • Previous success in building relationships, uncovering needs, and recommending solutions.
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
What We Offer

We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

About Fidelity Investments

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.