Financial Consultant
| Company | Fidelity Investments |
|---|---|
| Location | Reston, VA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
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
Responsibilities
- Engage face-to-face with customers, offering guidance and personalized planning
- Nurture relationships with an existing client base
- Provide comprehensive investment solutions and retirement plans to meet client needs
- Mentor and support customers as they look to reach their retirement goals
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
- Being coachable, collaborative, and curious are your ‘go to’ attributes
- Extensive knowledge of investment solutions