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Financial Consultant
2 months ago
We are seeking a highly skilled 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 by providing personalized investment planning and guidance.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial needs and goals
- Develop and implement comprehensive investment plans tailored to each client's unique situation
- Provide ongoing guidance and support to clients to help them achieve their financial objectives
- Stay up-to-date on market trends and economic conditions to provide informed investment advice
- Collaborate with other financial professionals to ensure seamless delivery of services to clients
- 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
- A competitive total rewards package, including a stable base salary, to recognize associate achievements
- Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
- A supportive and collaborative work environment that fosters professional growth and development
- The opportunity to work with a leading financial institution and make a positive impact on the lives of our clients
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 to help invest their own clients' money.
We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.
