Fidelity Investments
Financial Consultant - Troy, MI
Fidelity Investments
is seeking a dedicated Financial Consultant to enhance client relationships and develop sophisticated financial plans. The successful candidate will work in our Investor Center and support our brand through personalized guidance.
Responsibilities
Engage face-to-face with customers, offering guidance and personalized planning.
Build relationships, uncover client needs, and recommend appropriate investment solutions.
Collaborate with the team to extend the reach of Fidelity’s open architecture platform and support long‑term client success.
Qualifications
Previous success building relationships and recommending solutions to a knowledgeable client base.
FINRA Series 7 and Series 63 licensed; Series 65 or 66 licensed and appropriate state registrations, or ability to acquire Series 65/66 upon hire.
Strong presentation skills, ability to convey complex financial concepts and build rapport and credibility.
Degree and/or professional certifications helpful; a CFP or other relevant degree is preferred, but tuition reimbursement is available for qualifying candidates.
Certifications
Series 7 – FINRA
Series 63 – FINRA
Series 65 – FINRA
Series 66 – FINRA
Employment Type Full‑time
Seniority Level Entry level
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is seeking a dedicated Financial Consultant to enhance client relationships and develop sophisticated financial plans. The successful candidate will work in our Investor Center and support our brand through personalized guidance.
Responsibilities
Engage face-to-face with customers, offering guidance and personalized planning.
Build relationships, uncover client needs, and recommend appropriate investment solutions.
Collaborate with the team to extend the reach of Fidelity’s open architecture platform and support long‑term client success.
Qualifications
Previous success building relationships and recommending solutions to a knowledgeable client base.
FINRA Series 7 and Series 63 licensed; Series 65 or 66 licensed and appropriate state registrations, or ability to acquire Series 65/66 upon hire.
Strong presentation skills, ability to convey complex financial concepts and build rapport and credibility.
Degree and/or professional certifications helpful; a CFP or other relevant degree is preferred, but tuition reimbursement is available for qualifying candidates.
Certifications
Series 7 – FINRA
Series 63 – FINRA
Series 65 – FINRA
Series 66 – FINRA
Employment Type Full‑time
Seniority Level Entry level
#J-18808-Ljbffr