Fidelity
Financial Services
FinancialConsultant
“Financial Consultant at Fidelity. Skills: Financial planning, Client relationship management, Investment solutions. Engage with customers. Offer guidance and personalized planning”
What You'll Achieve.
Achieve long-term success for clients; Exceed customer expectations
Industry & Context.
Finding solutions
What They're Looking For.
Must Have
FINRA Series 7 & 66 licensed, Ability to acquire Series 66 upon hire
Nice to Have
CFP, Degree, Other professional certifications
What You'll Do.
Engage with customers
Offer guidance and personalized planning
Extend the firm's brand reach
Nurture relationships with existing clients
Introduce investment strategies
Support customers with retirement goals
Provide investment solutions
Provide retirement plans
How You'll Work.
Communication Scope
Interpersonal communication; Relationship building skills
Applying for this Financial Consultant role?
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ANONYMOUS · UNFILTERED
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