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The Purpose of Your Role:
- Enhancing relationships with high-net-worth clients.
- Increasing customer loyalty.
- Driving business development opportunities.
The Expertise We’re Looking For:
- Series 7 required, Series 63 preferred (paid training & support provided).
- 2-3 years of experience in the financial services industry.
- Strong technological savvy and comfort with learning new tools.
The Skills You Bring:
- Broad-based knowledge of financial planning concepts.
- Proven customer service and problem resolution skills.
- Ability to effectively influence others.
Fidelity
Fidelity is passionate about making financial expertise broadly accessible and effective in helping people live the lives they want. They are a privately held company that values creating a work environment that attracts top talent and reflects their commitment to their associates.