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Financial Consultant
Fidelity InvestmentsFinancial Consultant guiding clients towards financial security at Fidelity Investments, utilizing life experience and sales skills. Structured training program to transition into financial service sales.
About the role
Key responsibilities & impact- You will use your life experience to connect personally with clients and lead them on a path of financial security
- Help existing clients and expand the acquisition of new customers
Requirements
What you’ll need- 5 or more years of successful sales experience in another industry
- Keen ability to present complex solutions or products to a sophisticated client base
- Degree and/or other professional certifications highly preferred, but not required
Benefits
Comp & perks- Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients
- Customized coaching and development for a career in financial planning
- Generous, predictable compensation throughout the program
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client connectionsales experiencepresentation skillscustomer acquisitionfinancial security guidance
Certifications
professional certificationsdegree