Financial Consultant
| Company | Fidelity Investments |
|---|---|
| Location | Sunnyvale, CA, USA |
| Salary | $55000 – $75000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Extensive knowledge of investment solutions
Responsibilities
- Engage face-to-face with customers, offering guidance and personalized planning
- Nurture relationships with an existing client base
- Support clients by providing comprehensive investment solutions and retirement plans
- Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills
Preferred Qualifications
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one