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 their future
Industry & Context.
Finding solutions
No immigration sponsorship
What They're Looking For.
Must Have
FINRA Series 7 & 66 licensed, Ability to acquire Series 66 upon hire, Keen ability to present complex solutions, Building rapport and credibility
Nice to Have
CFP or degree, Previous success in building relationships, Uncovering needs, Recommending solutions
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
Mentor and support customers
Provide comprehensive 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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