Financial Consultant- Oakdale, MN
Fidelity(2 months ago)
About this role
A Financial Consultant at Fidelity works in an Investor Center engaging face-to-face with customers to provide personalized financial and retirement planning. The role leverages an existing client base and Fidelity’s open-architecture product platform, with strong training and support to foster long-term client relationships and professional growth.
Required Skills
- Relationship Building
- Financial Planning
- Investment Solutions
- Retirement Planning
- Client Engagement
- Communication
- Compliance
- Sales
Qualifications
- Certified Financial Planner (CFP)
- Series 7 (FINRA)
- Series 63 (FINRA)
- Series 65 (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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