Financial Consultant - Palo Alto, CA
$60,000–$75,000 year
On-site · Palo Alto, California, United States
Palo Alto, California, United StatesOn-siteFull Time$60,000–$75,000 yearMid LevelNot SpecifiedEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Job Summary
Financial Consultant in Fidelity’s Investor Center engages face-to-face with clients, offering guidance and personalized planning while leveraging an open architecture product platform and an existing client base. You’ll nurture relationships, uncover needs, and present investment strategies to help clients reach retirement goals, with training and support to develop professionally and deliver an outstanding client experience.
Required Qualifications
- FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
- state registrations
- face-to-face client engagement
- ability to present complex investment solutions
- degree and/or professional certifications helpful; tuition reimbursement program to obtain one
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