Financial Consultant - Cincinnati, OH
Fidelity(5 days ago)
About this role
The role involves engaging face-to-face with clients in an Investor Center, providing guidance and personalized financial planning, while leveraging an open architecture product platform. The position focuses on deepening client relationships and offering tailored investment solutions, supported by extensive training and benefits.
Required Skills
- Client Relations
- Financial Planning
- Investment Solutions
- Retirement Planning
- Customer Service
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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