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    • financial consultant - Troy, MI , USA - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Troy, MI , USA

    2 months ago

    Fidelity Investments background
    Description
    Financial Consultant

    Join a stable industry leader and focus on deepening relationships and creating complex financial plans. Fidelity provides a business model with an existing client base and institutional feeders of business. We empower professional growth, flexibility, and support for long-term success.

    Working in our Investor Center, you will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the firm's brand. We support you with an open architecture product platform and top resources in the financial industry.

    We are looking for individuals with previous success in building relationships, uncovering needs, and recommending solutions. You should be FINRA Series 7 & 63 licensed, with Series 65 or 66 licensed and appropriate state registrations, or be able to acquire them upon hire.

    Key skills include introducing clients to different investment strategies, being coachable and collaborative, and delivering an outstanding customer experience. You should have extensive knowledge of investment solutions and be motivated by results.

    Fidelity offers a competitive total rewards package, including a stable base salary, and benefit programs to help you and your family strike a balance. We provide training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

    As a Financial Consultant, you will deliver value by mentoring and supporting customers, providing comprehensive investment solutions, and effectively engaging clients through personal interactions. You will have a steadfast commitment to your clients and make a positive impact in the community.

    Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

    Category: Sales

    Fidelity's hybrid working model blends onsite and offsite work experiences. Most hybrid roles require associates to work onsite every other week (M-F) in a Fidelity office.
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