Financial Consultant

1 week ago


Bridgewater NJ USA, United States Fidelity Investments Full time
Job Overview

Fidelity Investments is a leading financial services company that empowers individuals to achieve their financial goals. We are seeking a skilled Financial Consultant to join our team and provide expert guidance to our clients.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals
  • Develop and implement personalized investment plans to help clients achieve their objectives
  • Provide expert advice on investment products and services to clients
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice
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 experience in financial services or a related field
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
What We Offer

Fidelity Investments offers a competitive compensation package, including a stable base salary, bonuses, and comprehensive benefits. We also provide ongoing training and development opportunities to help you advance your career.

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.


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