Job Description:
Financial Consultant
Are you tired of constantly searching for new clients? Perhaps you would like to focus on establishing strong relationships and crafting intricate financial strategies. Consider joining a stable industry leader like Fidelity, which boasts an exceptional business model that includes a pre-existing client base and institutional connections.
In this role, you will also be expected to carry out research and data analysis, which will help your superior to make informed decisions. You should have a good understanding of the industry trends, your superior's organization, and the market to provide valuable insights.
At the Investor Center, your role involves direct engagement with customers, providing personalized advice and building the firm's reputation. You'll have access to our open architecture product platform and financial resources, which allow you to strengthen your relationships with existing clients while expanding the firm's reach.
Responsibilities
- In this role, you will also be expected to carry out research and data analysis, which will help your superior to make informed decisions.
- At the Investor Center, your role involves direct engagement with customers, providing personalized advice and building the firm's reputation.
- Focused on empowering customers to succeed and providing unparalleled support in their pursuit of growth.
- Our commitment to our clients is to deliver investment solutions and retirement plans that are designed to cater to their current and future requirements.
- Build strong connections with clients by communicating effectively based on their personality and setting clear boundaries for communication.
Qualifications
- Recognized expertise in nurturing lasting bonds, uncovering requirements and advising appropriate solutions.
- The FINRA Series 7 and 63 license alongside state registration, or the potential to acquire a Series 65/66 license, is necessary for the job applicant to be considered for this job.
- Capable of presenting multifarious solutions to a knowledgeable clientele, building rapport, and enhancing credibility through attentive communication.
- Obtaining a professional certification or college degree can be beneficial, especially in the finance industry.
- A strong work ethic can set you apart as someone who is reliable, dedicated, and committed to doing their best.
- Empowered by achievement and finding solutions, you take the initiative and excel in exceeding customer expectations.
- A vast understanding of investment options.
- The investigation covers seven years or more of history, based on the role.
- Those who possess work experience in occupations such as Senior Accountant, Accounts Payable Clerk, and Billing, Cost, and Rate Clerk, and other related positions in Accounting and Finance, are encouraged to submit their application.
Benefits
- We are concerned about our workers' overall health and happiness and provide a range of benefit programs to promote work-life balance.
- With Fidelity, you will receive thorough training and onboarding to help you achieve success.
- You can take advantage of the variety of benefits available to you that offer support throughout each stage of your career journey, ensuring your success in your personal and professional life.
Company Overview
Fidelity Investments is devoted to enhancing the financial security and success of its clients by providing investment and planning services.
Join Us
Fidelity offers a plethora of possibilities for you to establish a fulfilling career that can make a difference in others’ lives.
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