Financial Consultant I - The Woodlands, TX
Fidelity(3 months ago)
About this role
A Financial Consultant opportunity in Fidelity’s FC Acceleration Program designed for career changers and those returning to work. The paid program provides structured classroom and branch training, coaching, and a clear path to become a full-time Financial Consultant. Participants receive study support to obtain Series 7 and Series 66 licenses and access to Fidelity’s tools and resources.
Required Skills
- Sales
- Client Engagement
- Relationship Building
- Financial Planning
- Investment Products
- Presentation
- Communication
- Coaching
Qualifications
- Series 7 - FINRA
- Series 66 - FINRA
- 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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