Fidelity Investments

Fidelity Investments

Wealth Management Consultant

Verona, NJ | $96K - $185K

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Qualifications

  • Recognized expertise in nurturing lasting bonds, uncovering requirements and advising appropriate solutions
  • The FINRA Series 7 and 63 license alongside state registration, or the potential to acquire a Series 65/66 license, is necessary for the job applicant to be considered for this job
  • Capable of presenting multifarious solutions to a knowledgeable clientele, building rapport, and enhancing credibility through attentive communication
  • Obtaining a professional certification or college degree can be beneficial, especially in the finance industry
  • A strong work ethic can set you apart as someone who is reliable, dedicated, and committed to doing their best
  • Empowered by achievement and finding solutions, you take the initiative and excel in exceeding customer expectations
  • A vast understanding of investment options
  • The investigation covers seven years or more of history, based on the role
  • Those who possess work experience in occupations such as Senior Accountant, Accounts Payable Clerk, and Billing, Cost, and Rate Clerk, and other related positions in Accounting and Finance, are encouraged to submit their application

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
  • At the Investor Center, your role involves direct engagement with customers, providing personalized advice and building the firm's reputation
  • Focused on empowering customers to succeed and providing unparalleled support in their pursuit of growth
  • Our commitment to our clients is to deliver investment solutions and retirement plans that are designed to cater to their current and future requirements
  • Build strong connections with clients by communicating effectively based on their personality and setting clear boundaries for communication

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
  • You can take advantage of the variety of benefits available to you that offer support throughout each stage of your career journey, ensuring your success in your personal and professional life

Company information

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

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10,001+ employees
Insurance, Finance, Financial Services, Asset Management, Wealth Management, Banking, Investment Services, Investment Management, Investment Banking, Private Equity
Privately Held
Founded: 1946
Crunchbase Link
Last round: Debt financing
Last round: US$ 66.1M
Boston, MA
Company Specialties:
Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Investing, and Business news