Investment Consultant - Shrewsbury, MA
Fidelity(26 days ago)
About this role
Join Fidelity as an Investment Consultant to help clients develop financial plans and investment solutions, focusing on existing client relationships and providing personalized advice. The role emphasizes using guidance tools, conducting appointments, and understanding client needs within a support-driven work environment.
Required Skills
- Financial Planning
- Investment Solutions
- Client Relationship
- Communication Skills
- Guidance Tools
- Financial Products
- Proactive Outreach
- Fidelity Tools
- Licensing
- Consultative Skills
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 65 - 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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