Financial Consultant - Monterey, CA
Fidelity(1 month ago)
About this role
As a Financial Consultant at Fidelity, you will engage with customers to offer personalized financial planning and extend the firm's brand reach through relationship building. This role provides an opportunity to work with an existing client base, leveraging Fidelity's resources in the financial industry to deliver comprehensive investment solutions and retirement planning.
Required Skills
- Investment Strategies
- Client Engagement
- Financial Planning
- Relationship Building
Qualifications
- FINRA Series 7
- FINRA Series 63
- Series 65 or 66
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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