Financial Consultant - Clearwater, FL
Fidelity(14 days ago)
About this role
A Financial Consultant at Fidelity will work in the Investor Center to engage with clients face-to-face, providing personalized financial planning and investment guidance. The role leverages an existing client base and top industry resources to help clients meet their retirement and financial goals, focusing on relationship building and complex solutions.
Required Skills
- investment Solutions
- Client Relations
- Financial Planning
- Retirement Planning
- Investment Strategies
- Communication
- Relationship Building
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 66 - FINRA
- Certified Financial Planner®
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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