Financial Consultant - Overland Park, KS

Fidelity(29 days ago)

HybridFull TimeMedior$79,839 - $106,610 (estimated)Sales

About this role

A Financial Consultant working in Fidelity’s Investor Center provides face-to-face guidance and personalized financial planning to an existing client base. The role leverages Fidelity’s open‑architecture platform, institutional feeders, and training resources to deepen client relationships and deliver complex investment and retirement solutions. It emphasizes client-focused advisory delivered within a supported business model.

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Required Skills

Relationship Building
Financial Planning
Investment Knowledge
Client Advising
Presentation
Sales
Communication
Regulatory Compliance

Qualifications

Certified Financial Planner (CFP)
Series 7
Series 63
Series 65
Series 66
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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