Workplace Financial Consultant

Hello! Are you passionate about helping individuals achieve financial success? Do you have a strong background in financial planning and a desire to make a positive impact on people's lives? If so, we have an exciting opportunity for you as a Workplace Financial Consultant at Fidelity Investments. In this role, you will have the opportunity to work with clients and provide them with personalized financial guidance and solutions. We are looking for someone with excellent communication skills, a strong understanding of financial products and services, and a commitment to delivering exceptional customer service. Join our team and help individuals plan for a brighter financial future.

1. Develop and maintain strong relationships with clients to understand their financial goals and provide personalized guidance and solutions.
2. Conduct thorough financial analyses and create customized financial plans for clients.
3. Stay up-to-date on industry trends and changes in financial products and services to provide informed recommendations to clients.
4. Educate clients on various investment options and strategies, including retirement planning, wealth management, and tax planning.
5. Communicate complex financial concepts in an easy-to-understand manner to clients.
6. Collaborate with other team members to ensure a seamless and positive client experience.
7. Meet and exceed individual and team sales targets and metrics.
8. Maintain accurate and detailed records of client interactions and financial plans.
9. Continuously build and expand a network of potential clients through various marketing and networking efforts.
10. Provide exceptional customer service and promptly address any client concerns or inquiries.
11. Adhere to all company policies and procedures, as well as industry regulations.
12. Continuously seek opportunities for personal and professional growth through training and development programs.
13. Represent the company in a professional and ethical manner at all times.
14. Proactively identify and mitigate potential risks to clients' financial success.
15. Collaborate with other departments and teams to improve and enhance the overall client experience.

According to JobzMall, the average salary range for a Workplace Financial Consultant is $50,000 to $80,000 per year. However, the salary can vary depending on factors such as location, experience, and company size. Some consultants may earn higher salaries with bonuses and commission opportunities.

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.