Financial Consultant - Winter Park, FL
Fidelity(2 days ago)
About this role
A Financial Consultant at Fidelity engages face-to-face with clients, providing guidance and personalized financial planning. The role focuses on nurturing existing client relationships through personalized service and investment solutions, supported by comprehensive training and resources.
Required Skills
- Financial Planning
- Investment Strategies
- Client Relations
- Retirement Planning
- Financial Analysis
- Sales Skills
- Interpersonal Skills
- Solution Selling
- Relationship Building
- Presentation Skills
Qualifications
- Series 7 - FINRA
- Series 63 - FINRA
- Series 66 - FINRA
- CFP
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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