Financial Consultant - Palm Beach Gardens, FL
Fidelity(12 days ago)
About this role
Fidelity is seeking a Financial Consultant to engage with clients face-to-face, providing personalized financial planning and guidance through an existing client base. The role offers a supportive environment with access to top industry resources, emphasizing relationship building and complex financial solutions.
Required Skills
- Financial Planning
- Investment Strategies
- Client Relationship
- Financial Services
- Retirement Planning
- Customer Service
- Financial Solutions
- Sales
- Financial Licenses
- Interpersonal Skills
Qualifications
- Series 7 - FINRA
- Series 66 - FINRA
- CFP Certification
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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