Investment Consultant - Chesterfield, MO
Fidelity(1 month ago)
About this role
As an Investment Consultant at Fidelity, you will work directly with clients to help them make informed investment decisions that align with their financial goals. The role centers on developing customized financial plans and maintaining relationships with existing clients, utilizing Fidelity's planning tools and solutions. This position promises professional growth and support within a stable financial services firm committed to client satisfaction.
Required Skills
- Financial Planning
- Client Relationship Management
- Communication Skills
- Investment Solutions
- Consultative Skills
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 65 - 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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