About the Role

As a Financial Consultant, you will work in the Investor Center, engaging face-to-face with customers to provide personalized financial guidance and planning. You will utilize Fidelity's open architecture product platform and resources to nurture relationships and extend the firm's brand. Your responsibilities will include uncovering client needs, recommending solutions, and delivering outstanding customer experiences.

About You

Required:

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
Previous success in building relationships and recommending financial solutions.

Preferred:

Degree and/or other professional certifications such as CFP.
Extensive knowledge of investment solutions.

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Financial Consultant - Grand Rapids, MI at Fidelity Investments

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About the Role

About You

Benefits