Fidelity
Financial Services
FinancialConsultant
“Financial Consultant at Fidelity. Skills: Financial planning, Client relationships, Investment solutions. Engage face-to-face with customers. Offer guidance and personalized planning”
What You'll Achieve.
Help clients reach retirement goals; Meet client needs now and for the future
Industry & Context.
Finding solutions
What They're Looking For.
Must Have
FINRA Series 7 & 66 licensed, appropriate state registrations, ability to acquire Series 66 upon hire
Nice to Have
CFP, degree
What You'll Do.
Engage face-to-face with customers
Offer guidance and personalized planning
Extend the reach of the firm's brand
Nurture relationships with existing client base
Introduce clients to investment strategies
Bring together additional client assets
Deliver an outstanding customer experience
Support customers with retirement goals
Provide investment solutions
Provide retirement plans
Engage clients through personal interactions
How You'll Work.
Communication Scope
Present complex solutions; Interpersonal communication
Applying for this Financial Consultant role?
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ANONYMOUS · UNFILTERED
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