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Wealth Management Consultant

2 months ago

Austin, Texas, United States Fidelity Investments Full time

Financial Advisor at Fidelity Investments

If you are dedicated to enhancing clients' financial well-being, this position is ideal for you. Join a team at Fidelity Investments, a distinguished leader in the financial services sector, where the emphasis is on cultivating significant relationships with clients rather than mere transactions. As a Financial Advisor, you will have the chance to create customized financial strategies utilizing a diverse range of products and services, ensuring that your clients' requirements are fulfilled.

Your Key Responsibilities:

  • Engaging in financial strategy discussions and delivering personalized solutions using Fidelity's advanced tools
  • Leveraging technology to effectively manage client meetings and follow-up plans
  • Proactively reaching out to clients to comprehend their objectives and refer them to wealth management specialists as necessary
  • Holding the requisite licenses and certifications, or being prepared to obtain them promptly

Essential Qualifications and Skills:

  • Comprehensive understanding of investment products and the capability to educate clients proficiently
  • Strong interpersonal and communication abilities, coupled with a proactive mindset
  • Exceptional consultative skills and the capacity to excel in a dynamic environment

What We Provide:

At Fidelity Investments, we prioritize our employees and offer a competitive compensation package along with extensive benefits. We deliver training and support at every level to ensure your success in this role. Your contributions will directly influence clients' financial decisions, assisting them in achieving a more secure future.

Please be aware that this position necessitates onsite presence at the designated branch.