Financial Consultant

Welcome to Fidelity Investments, where we believe in helping our clients achieve their financial goals through personalized and strategic planning. We are currently seeking a highly motivated and driven individual to join our team as a Financial Consultant. As a Financial Consultant, you will have the opportunity to work closely with our clients to provide them with expert financial advice and guidance. We are looking for individuals who are passionate about finance, have strong communication skills, and are dedicated to delivering exceptional customer service. If you are ready to take your career to the next level and make a positive impact on the lives of our clients, we encourage you to apply for this exciting opportunity.

1. Provide personalized financial planning and advice to clients based on their individual needs and goals.
2. Build and maintain strong relationships with clients to understand their financial situation and develop tailored strategies to help them achieve their objectives.
3. Conduct thorough financial analysis and research to identify suitable investment opportunities for clients.
4. Stay up-to-date on market trends and changes in regulations to ensure clients are informed of any potential impacts to their portfolios.
5. Utilize a variety of financial tools and software to create financial plans and projections for clients.
6. Act as a trusted advisor to clients, proactively addressing any concerns or questions they may have.
7. Meet and exceed sales targets by actively promoting and selling financial products and services.
8. Collaborate with other team members to identify and implement strategies for business growth and client retention.
9. Maintain accurate and organized client records and documentation.
10. Continuously educate oneself on industry developments and best practices to enhance expertise and knowledge.
11. Provide exceptional customer service and handle client inquiries and issues in a timely and professional manner.
12. Adhere to all company policies and compliance regulations.
13. Represent the company in a professional and positive manner at all times.
14. Attend company meetings and training sessions as required.

According to JobzMall, the average salary range for a Financial Consultant in Greenwood Village, CO, USA is $60,000 to $100,000 per year. However, this can vary depending on factors such as experience, education, and the specific company or industry the consultant works in. Additionally, bonuses and other forms of compensation may also be included in the overall salary 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.