Financial Consultant - Woodland Hills, CA
Fidelity(1 month ago)
About this role
As a Financial Consultant at Fidelity, you will focus on deepening relationships and creating complex financial plans for existing clients without the pressure of sourcing new clients. The role emphasizes personalized engagement, leveraging Fidelity's resources and support to deliver exceptional customer experiences and investment solutions.
Required Skills
- Financial Planning
- Client Relationship Management
- Investment Strategies
- Customer Experience
- Sales
Qualifications
- CFP
- Series 07
- 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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