Financial Consultant - Cherry Creek, CO
Fidelity(20 hours ago)
About this role
Fidelity is seeking a Financial Consultant to engage with clients face-to-face, providing guidance and personalized financial planning while utilizing an open product platform. The role involves nurturing existing client relationships and delivering investment solutions, supported by comprehensive training and benefits.
Required Skills
- Financial Planning
- Client Relations
- Investment Strategies
- Financial Advisory
- Customer Service
- Relationship Building
- Retirement Planning
- Solution Presentation
- Regulatory Knowledge
- FINRA Certifications
Qualifications
- Series 07 - FINRA
- Series 66 - FINRA
- CFP
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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