Financial Consultant
| Company | Fidelity Investments |
|---|---|
| Location | Houston, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- FINRA Series 7 & 63 required prior to hire
- Series 65 and/or 66 and state registrations required within 3 months of hire
- Experience with High Net Worth clients
Responsibilities
- Nurture relationships with an existing client base
- Provide appropriate investment solutions to existing clients
- Help expand the acquisition of new customers
- Mentor and support customers in reaching their retirement goals
- Educate customers on technology and channels for managing investments
Preferred Qualifications
- A CFP is preferred if you don’t already have your CFP