Financial Consultant - Highland Park, IL
Fidelity(7 days ago)
About this role
A Financial Consultant at Fidelity helps existing clients plan their investments and retirement goals through personalized financial advice and solutions. The role involves engaging face-to-face with clients within a well-supported environment, focusing on relationship building and financial planning, with opportunities for professional growth.
Required Skills
- Financial Planning
- Investment Solutions
- Retirement Planning
- Client Relationship
- Financial Analysis
- Sales
- Communication
- Banking
- Customer Service
- Financial Advisory
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 66 - FINRA
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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