Financial Consultant - Greenwich, CT

Fidelity(2 months ago)

HybridFull TimeMedior$70,696 - $94,979 (estimated)Sales

About this role

A Financial Advisor role at Fidelity focused on providing personalized wealth management and retirement planning services to clients, particularly high-net-worth individuals. The position leverages Fidelity’s open architecture investment platform, company resources, and training programs while offering a competitive compensation and benefits package.

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Required Skills

Wealth Management
Retirement Planning
Client Relationships
Investment Products
Financial Markets
Investment Strategies
Client Acquisition
Financial Planning
Mentoring
Collaboration

Qualifications

Series 07 - FINRA
Series 63 - FINRA
Series 65 - FINRA
Series 66 - FINRA
Certified Financial Planner (CFP)
State Registrations

About Fidelity

fidelity.com

Fidelity 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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