Financial Consultant - Fairfield, CT
On-site · Fairfield, Connecticut, United States
Job Summary
Financial Consultant in Fidelity’s Investor Center engaging face-to-face with clients to provide guidance and personalized planning, leveraging an open architecture product platform to extend the firm’s brand and nurture an existing client base. The role emphasizes relationship-building, presenting complex investment solutions, retirement planning, and a client-centered approach, with training and onboarding support and a strong emphasis on regulatory standards and ongoing certifications (FINRA licenses and CFP).
Required Qualifications
- FINRA Series 7 license
- FINRA Series 66 license or ability to acquire Series 66 upon hire
- CFP certification or progress toward
- state registrations in required jurisdictions
Additional Requirements
- No immigration sponsorship for US roles
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