Workplace Financial Consultant - Sacramento, CA
Fidelity(2 days ago)
About this role
This position involves providing in-person financial education and planning services to clients and participants within the Greater Sacramento area. The role emphasizes client engagement through workshops, meetings, and community events, aiming to enhance financial decision-making and customer satisfaction.
Required Skills
- Financial Planning
- Customer Service
- Workshop Facilitation
- Financial Advice
- Relationship Management
- Travel
- Financial Markets
- Client Engagement
- FINRA
- Investment Strategies
Qualifications
- BA
- 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.
View more jobs at Fidelity →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Fidelity
Similar Jobs
Financial Consultant
TIAA(23 days ago)
Financial Consultant
TIAA(18 days ago)
Personal Financial Counselor, Sacramento, CA
Magellan Health(2 months ago)
Personal Financial Counselor, Sacramento, CA
Magellan Health(12 days ago)
Virtual Financial Consultant
TIAA(1 month ago)
Financial Consultant
TIAA(1 month ago)