Financial Consultant - Salt Lake City, UT
Fidelity(1 month ago)
About this role
A client-facing financial advisor role based in a Fidelity Investor Center, focused on engaging face-to-face with customers to provide guidance and personalized financial planning. The role leverages Fidelity’s existing client base, institutional feeders, and open-architecture product platform to support long-term client relationships and professional growth.
Required Skills
- Relationship Building
- Needs Analysis
- Investment Strategies
- Client Engagement
- Presentation Skills
- Coachability
- Collaboration
- Financial Planning
- Retirement Planning
- Compliance Knowledge
+1 more
Qualifications
- Series 7
- Series 63
- Series 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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