Investment Consultant - Peoria, AZ

Fidelity(21 days ago)

Peoria, AZOnsiteFull TimeMedior$73,221 - $98,726 (estimated)Sales

About this role

An Investment Consultant at Fidelity works in an Investor Center to develop customized financial plans and provide investment guidance using Fidelity’s planning tools. The role focuses on engaging existing clients and warm leads to present and implement solutions that meet clients’ financial goals while supporting a local advisor.

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Required Skills

Financial Planning
Client Relationships
Investment Solutions
Communication
Consultative Skills
Client Outreach
Technology
Sales

Qualifications

Series 07 - FINRA
Series 63 - FINRA
Series 65 - FINRA
Series 66 - FINRA
CFP (preferred)
Degree (preferred)

About Fidelity

fidelity.com

Fidelity 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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