Wealth Management Consultant - Remote
Job Description: Wealth Management Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create reputed company financial plans, then join a team that is a reputed company industry leader. Fidelity provides a business model with an existing client reputed company and institutional feeders of business that is unmatched in the industry. At Fidelity, we reputed company professional growth, flexibility and support thus enabling long-term reputed company for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping reputed company the reputed company of the firm's brand. We fully support you with an reputed company architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client reputed company. The Expertise We're Looking For Previous reputed company 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 reputed company solutions to a knowledgeable client reputed company while building rapport and credibility 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 The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others reputed company Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Apply Job!