Financial Consultant - Bethesda - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Bethesda

    1 day ago

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

    Financial Consultant Role

    If you prefer to focus on deepening relationships and creating complex financial plans, join a stable industry leader with an established client base. Fidelity offers flexibility, support, and empowerment for long-term success.

    The Purpose of Your Role

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

    Key Expertise:

    • Building relationships through need uncovering & solution recommending
    • FINRA Series 7 & 66 licensure or ability to acquire upon hire
    • Presenting complex solutions to knowledgeable clients while building rapport & credibility
    Your degree &/or certifications are valuable; if not already obtained we can help via tuition reimbursement. You'll thoughtfully introduce your clients to diverse investment strategies engaging them positively. As a collaborative team player who is coachable curious passionate about delivering exceptional customer experiences motivated by results driven towards exceeding expectations extensive knowledge of investments this role suits those willing continuously learn expand expertise develop their careers as
    advised positions governed strict regulations including FINRA ERISA numerous state laws self-regulatory organizations etc may restrict candidates some criminal backgrounds outlined still limited explain further
    We offer competitive compensation benefits holistic training professional growth regional national virtually career development mentorship giving back opportunities tuition student loan repayment charity match generous time off retirement education assistance market leading healthcare more find details recruiter discuss position, "<p>&nbsp</p>
    * This salary range is an estimation made by beBee
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