Fidelity
Financial Services
FinancialConsultant
“Financial Consultant at Fidelity. Skills: Financial planning, Client relationship management, Investment strategies. Engage with customers. Offer guidance and personalized planning”
What You'll Achieve.
Achieve long-term success for you and your clients; Exceed customer expectations
Industry & Context.
Finding solutions
What They're Looking For.
Must Have
FINRA Series 7 & 66 licensed, Ability to present complex solutions, Building relationships, Uncovering needs, Recommending solutions
Nice to Have
CFP, Degree
What You'll Do.
Engage 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 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
Interpersonal communication; Relationship building skills
Applying for this Financial Consultant role?
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ANONYMOUS · UNFILTERED
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