Financial Consultant

Welcome to Fidelity Investments, where we are committed to helping our clients achieve their financial goals and dreams. We are currently seeking a highly motivated and experienced Financial Consultant to join our team. In this role, you will have the opportunity to work with a diverse group of clients, providing them with personalized financial advice and solutions. If you are passionate about helping others achieve financial success, have a strong understanding of the financial industry, and possess excellent communication and analytical skills, we want to hear from you!

1. Provide personalized financial advice and solutions to clients based on their individual goals and needs.
2. Build and maintain strong client relationships through proactive communication and exceptional customer service.
3. Conduct thorough financial analysis and research to develop comprehensive financial plans for clients.
4. Stay up-to-date with industry trends and market changes to provide clients with relevant and accurate information.
5. Collaborate with other team members to develop and implement strategies to attract and retain clients.
6. Actively prospect and network to acquire new clients and expand the company's client base.
7. Educate clients on various investment options and assist them in making informed decisions.
8. Monitor and review clients' financial portfolios to ensure they are aligned with their goals and make recommendations for adjustments as needed.
9. Adhere to all regulatory and compliance guidelines in the financial industry.
10. Continuously seek opportunities for personal and professional growth through training and development programs.

According to JobzMall, the average salary range for a Financial Consultant in New York, NY, USA is between $69,000 and $150,000 per year. This can vary depending on factors such as experience, qualifications, and the specific company or industry the consultant works in. Additionally, bonuses and commissions may also be included in the total compensation package.

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.