Financial Analyst

Job Description : Financial Consultant

Financial Consultant

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Fidelity has established itself as a leader in the industry by providing financial professionals with a unique business model that allows for growth, flexibility, and unmatched support.

Say goodbye to the struggle of generating new clients and hello to a world where you can focus on your passion for creating financial solutions.

In this role, you will also be expected to carry out research and data analysis, which will help your superior to make informed decisions.

You should have a good understanding of the industry trends, your superior's organization, and the market to provide valuable insights.

At the Investor Center, direct communication with clients is crucial. Here, you'll offer bespoke solutions and advice to boost the firm's image.

We provide you with an excellent product platform and financial resources to aid in creating relationships with a pre-existing clientele and expanding the reach of the brand.

Responsibilities

• In this role, you will also be expected to carry out research and data analysis, which will help your superior to make informed decisions.
• Cleverly acquainting your clients with different investment schemes and engendering encouraging, client-oriented discussions that result in greater asset accumulation.

Qualifications

• Recognized expertise in nurturing lasting bonds, uncovering requirements and advising appropriate solutions.
• The applicant needs to possess a FINRA Series 7 and 63 license as well as state registration or have the potential to obtain the Series 65 / 66 license after the hiring process to qualify for this job.
• Capable of presenting multifarious solutions to a knowledgeable clientele, building rapport, and enhancing credibility through attentive communication.
• Professional certifications and degrees are advantageous to any profession, particularly finance.
• Your resolute devotion to your clients is complemented by your aspiration to bring about a positive transformation in the community.

Benefits

• We are concerned about our workers' overall health and happiness and provide a range of benefit programs to promote work-life balance.
• With Fidelity, you will receive thorough training and onboarding to help you achieve success.

Our investments in your skillset aim to ensure your professional growth and advancement.

Fidelity regards its workforce as its primary competitive edge, and we emphasize an all-encompassing life approach.

If you are an applicant with a disability who requires assistance to participate in the application or interview process, Fidelity will reasonably accommodate you.

Fidelity emphasizes honesty, integrity, and safety for its clients and employees in a highly regulated environment.

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