Join Fidelity Investments as a Financial Consultant, where you'll deepen relationships with existing clients and create complex financial plans. Enjoy a stable work environment with unmatched resources and opportunities for professional growth.
Key Responsibilities
Engage face-to-face with customers offering guidance and personalized planning
Nurture relationships with an existing client base
Support clients with comprehensive investment solutions and retirement plans
Required Qualifications
FINRA Series 7 & 63 licensed
Series 65 or 66 licensed or ability to acquire upon hire
Proven success in building relationships and recommending solutions
Preferred Qualifications
Degree or professional certifications (CFP preferred)
Extensive knowledge of investment solutions
Benefits & Perks
Comprehensive health care coverageEmotional well-being supportMarket-leading retirement plansGenerous paid time off and parental leaveEducational assistance including student loan repayment and tuition reimbursement