Financial Consultant - Charlotte, NC
Fidelity(7 days ago)
About this role
A Financial Consultant at Fidelity engages face-to-face with clients to provide personalized financial planning and guidance. The role focuses on nurturing existing client relationships, offering investment solutions, and supporting clients' retirement goals. The position is supported by extensive training and a stable industry-leading business model.
Required Skills
- Relationship Building
- Investment Strategies
- Financial Planning
- Sales
- Client Engagement
Qualifications
- Series 07 - FINRA
- Series 66 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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