Financial Consultant - New Haven - Fidelity Investments

    Fidelity Investments
    Fidelity Investments New Haven

    9 hours ago

    $70,000 - $140,000 (USD) per year *
    Description

    Financial Consultant

    Seeking a financial consultant to deepen relationships and create complex financial plans. Fidelity provides a business model with an existing client base and institutional feeders of business.

    The Purpose of Your Role

    • You will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand.
    • You will work in our Investor Center, supporting clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future.

    Expertise We're Looking For

    * This salary range is an estimation made by beBee
  • Work in company

    Financial Consultant

    Fidelity Investments

    · Job Description: · With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you w ...

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