Financial Consultant- Torrance, CA
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 focuses on deepening relationships with an existing client base while leveraging Fidelity’s open-architecture product platform and firm resources to support client goals.
Required Skills
- Relationship Building
- Financial Planning
- Investment Solutions
- Client Service
- Communication
- Sales
- Coaching
- Retirement Planning
Qualifications
- Series 7
- Series 63
- Series 65
- Series 66
- State Registrations
- Degree (preferred)
- CFP (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.
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