Financial Consultant - Palo Alto, CA
Fidelity(13 days ago)
About this role
A Financial Consultant at Fidelity engages face-to-face with clients, offering personalized financial planning and investment guidance. They work with an existing client base, utilizing a broad array of industry resources to develop and recommend financial solutions. The role emphasizes relationship building, client service, and comprehensive investment support.
Required Skills
- Investment Solutions
- Financial Planning
- Client Relationship
- Financial Advice
- Investment Strategies
- Insurance
- Retirement Planning
- Financial Regulations
- Customer Service
- Communication
Qualifications
- Series 07 - 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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