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Job Description
Join Fidelity Investments as a Financial Consultant and deepen client relationships while creating complex financial plans. Benefit from a supportive environment with existing clients and top resources in the industry.
Key Responsibilities
Engage face-to-face with customers offering guidance and personalized planning
Nurture relationships with an existing client base
Provide comprehensive investment solutions and retirement plans
Required Qualifications
FINRA Series 7 & 63 licensed
Ability to acquire Series 65/66 upon hire
Previous success in building relationships and recommending solutions
Preferred Qualifications
Degree and/or professional certifications
CFP certification
Benefits & Perks
Competitive total rewards packageStable base salaryTraining in-branch and virtuallyTuition reimbursement program