Financial Consultant - Sarasota, FL
Fidelity(1 month ago)
About this role
A Financial Consultant at Fidelity works in an Investor Center, engaging face-to-face with customers to provide personalized financial guidance and planning while leveraging Fidelity’s open-architecture platform and existing client base. The role focuses on deepening client relationships and delivering comprehensive investment and retirement solutions supported by firm training and resources.
Required Skills
- Relationship Building
- Financial Planning
- Investment Solutions
- Client Engagement
- Communication
- Sales
- Retirement Planning
- Compliance
- Coaching
Qualifications
- Series 7 - FINRA
- Series 63 - FINRA
- Series 65 - FINRA
- Series 66 - FINRA
- Degree (preferred)
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.
View more jobs at Fidelity →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Fidelity
Similar Jobs
Financial Consultant
Manulife(12 days ago)
Financial Advisor - Oklahoma Central Credit Union
LPL Financial(7 months ago)
Wealth Management Advisor (Andover, MA)
TIAA(1 month ago)
Wealth Management Advisor - St Louis, MO
TIAA(1 month ago)
Financial Consultant – Delta Community Credit Union
LPL Financial(8 months ago)
Wealth Management Advisor - Minneapolis, MN
TIAA(25 days ago)