Investment Consultant - Indianapolis, IN
Fidelity(20 days ago)
About this role
A Financial Services firm focused on providing tailored investment solutions and financial planning to existing clients. The role emphasizes relationship growth, utilizing advising tools, and offering comprehensive client support. It is designed for professionals committed to long-term client success and financial advisory excellence.
Required Skills
- Financial Planning
- Investment Solutions
- Client Relations
- Communication
- FINRA
- FINRA Series 7
- FINRA Series 66
- Financial Advisory
- Customer Service
- Sales
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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