Financial Consultant - Fairfield, CT
Fidelity(2 months ago)
About this role
A Wealth Advisor position at Fidelity focused on delivering personalized wealth management and retirement-planning guidance to clients using Fidelity’s platform and resources. The role centers on serving high-net-worth clientele and fostering long-term client relationships while operating within regulatory and licensing requirements.
Required Skills
- Wealth Management
- Retirement Planning
- Investment Products
- Financial Markets
- Client Relations
- Communication
- Collaboration
- Mentoring
- Sales
Qualifications
- Series 7 - FINRA
- Series 63 - FINRA
- Series 65 - FINRA
- Series 66 - FINRA
- Certified Financial Planner (CFP)
- State Registrations
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.
View more jobs at Fidelity →