Financial Consultant - Lehigh Valley, PA

Fidelity(1 month ago)

HybridFull TimeMedior$72,214 - $96,894 (estimated)Sales

About this role

A Financial Consultant engages face-to-face with customers in an Investor Center to provide personalized guidance and financial planning while nurturing an existing client base. The role leverages Fidelity’s open-architecture platform and institutional feeders to deepen relationships and support clients’ investment and retirement goals. Training and onboarding are provided to help consultants grow professionally and deliver consistent client service.

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Required Skills

Relationship Building
Needs Assessment
Financial Planning
Presentation
Client Service
Collaboration
Investment Knowledge
Results Orientation

Qualifications

Series 07 - FINRA
Series 66 - FINRA
State Registrations
Degree

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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