Fidelity
Financial Services
FinancialConsultant
“Financial Consultant at Fidelity. Skills: Financial planning, Client relationships, Investment solutions. Engage with customers. Offer guidance and personalized planning”
What You'll Achieve.
Deliver an outstanding customer experience; Exceed customer expectations; Make a positive impact in the community
Industry & Context.
Criminal Histories may restrict hiring
What They're Looking For.
Must Have
FINRA Series 7 & 63 Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire, Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Nice to Have
CFP or 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
Support customers in reaching retirement goals
Provide comprehensive investment solutions
Provide retirement plans
How You'll Work.
Communication Scope
Interpersonal communication
Applying for this Financial Consultant role?
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ANONYMOUS · UNFILTERED
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