Investment Consultant - Cherry Creek, CO
Fidelity(1 month ago)
About this role
As an Investment Consultant at Fidelity, you will develop customized financial plans by engaging with existing clients and warm leads to provide investment solutions and enhance relationships. The role focuses on effective communication and utilizing Fidelity’s guidance tools to meet the diverse needs of clients in a collaborative environment.
Required Skills
- Financial Planning
- Investment Solutions
- Client Engagement
- Communication Skills
- Relationship Building
Qualifications
- Series 07 - FINRA
- Series 66 - FINRA
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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