Join Fidelity Investments as a Financial Consultant, where you'll deepen client relationships and create complex financial plans. Benefit from a stable client base and extensive support, empowering your professional growth and success.
Key Responsibilities
Engage face-to-face with customers for personalized planning
Support clients in reaching their retirement goals
Provide comprehensive investment solutions
Required Qualifications
FINRA Series 7 & 63 licensed
Series 65 or 66 licensed or ability to acquire upon hire
Previous success in building relationships and recommending solutions
Preferred Qualifications
Degree or professional certifications (CFP)
Ability to present complex solutions
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 tuition reimbursementCharitable giving employee match program