Investment Consultant Nasvhille, TN
Fidelity(1 month ago)
About this role
As an Investment Consultant at Fidelity, you will engage with existing clients to develop customized financial plans utilizing a broad range of products and services. This role emphasizes relationship-building over client acquisition, allowing you to focus on providing investment solutions with a dedicated advisor's support.
Required Skills
- Financial Planning
- Client Engagement
- Investment Solutions
- Communication Skills
- Relationship Building
Qualifications
- Insurance License
- 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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