Financial Consultant - Shrewsbury, MA
Fidelity(2 months ago)
About this role
A Financial Consultant at Fidelity works in an Investor Center engaging face-to-face with clients to provide personalized financial guidance and planning. The role leverages Fidelity’s established client base and institutional feeders and is supported by the firm’s open-architecture product platform and extensive training resources. Fidelity emphasizes professional growth, flexibility, and a competitive total rewards package.
Required Skills
- Relationship Building
- Financial Planning
- Client Engagement
- Investment Knowledge
- Communication
- Sales
- Coaching
- Retirement Planning
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 65 - FINRA
- Series 66 - FINRA
- Degree (Optional)
- CFP (Optional)
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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