Financial Consultant - Durham, NC
Fidelity(5 days ago)
About this role
A Financial Consultant at Fidelity engages face-to-face with clients to provide personalized financial planning and investment guidance. The role leverages the company's strong industry position and resources to help clients reach their retirement goals while building lasting relationships.
Required Skills
- Financial Planning
- Investment Solutions
- Client Relationships
- Retirement Plans
- Sales
- Financial Advisory
- Customer Service
- Solution Selling
- Investment Strategies
- Regulation Compliance
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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