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.
Help clients reach retirement goals; Meet client needs now and for their future
Industry & Context.
What They're Looking For.
Must Have
FINRA Series 7 & 66 licensed, Ability to present complex solutions, Degree and/or other professional certifications
Nice to Have
CFP
What You'll Do.
Engage with customers
Offer guidance and personalized planning
Nurture relationships with existing client base
Introduce clients to 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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