Financial Consultant- Franklin, TN
Fidelity(1 month ago)
About this role
A Financial Consultant at Fidelity works in an Investor Center serving an existing client base and leveraging Fidelity’s open-architecture platform and resources. The role focuses on providing personalized financial planning and advancing professional growth through firm training and support.
Required Skills
- Relationship Building
- Financial Planning
- Investment Solutions
- Client Engagement
- Communication
- Retirement Planning
- Sales
- Coaching
- Compliance
Qualifications
- Series 7 (FINRA)
- Series 63 (FINRA)
- Series 65 or 66
- State Registrations
- Degree (preferred)
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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