Full-Time

Financial Consultant

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Financial services and investment management

No salary listed

Mid

Company Historically Provides H1B Sponsorship

Naples, FL, USA + 1 more

More locations: Fort Myers, FL, USA

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Financial Consulting
Consulting
Connection
Connection
Connection
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Requirements
  • Previous success in building relationships, uncovering needs and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Responsibilities
  • Engage face-to-face with customers, offering guidance and personalized planning
  • Nurture relationships with an existing client base
  • Support clients by providing comprehensive investment solutions and retirement plans
  • Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills
Desired Qualifications
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
  • Being coachable, collaborative, and curious are your 'go to' attributes
  • Motivated by results and finding solutions, you take initiative and exceed customer expectations
  • Extensive knowledge of investment solutions

Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and widgets that deliver real-time market quotes, news, and trading tools, such as the Fidelity Market Monitor for Google Glass and the Fidelity app for Windows Phone. Unlike many competitors, Fidelity focuses on integrating new technologies and user-friendly designs to enhance the investment experience. The company's goal is to empower users with the information and tools necessary for informed investment decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$125.2B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Fidelity's crypto trading service could increase accessibility and trust in digital assets.
  • Mobile solutions like Fidelity's Windows Phone 8 app cater to tech-savvy investors.
  • Partnerships like the 4.01K event promote financial literacy and community engagement.

What critics are saying

  • Crypto trading service may face regulatory scrutiny and compliance challenges.
  • Fee-free Crypto IRAs could lead to increased competition in retirement investments.
  • Municipal bond ETFs may underperform due to current market downturn.

What makes Fidelity Investments unique

  • Fidelity integrates mobile and wearable tech with products like Market Monitor for Glass.
  • Fee-free Crypto IRAs position Fidelity as a leader in crypto-integrated retirement solutions.
  • Fidelity's municipal bond ETFs diversify fixed income options amid market volatility.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Company News

U.S. Securities and Exchange Commission
Apr 29th, 2025
SEC FORM D

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.The reader should not assume that the information is accurate and complete.

Elif Ergün Photography
Apr 19th, 2025
Fidelity to launch crypto trading within weeks, report says

On Monday, Bloombergreported that finance services behemoth Fidelity Investments will launch a cryptocurrency trading service "within a few weeks."

The Times of India
Apr 16th, 2025
HomeFirst raises Rs 1.2k cr through QIP - Times of India

India-Business News: MUMBAI: HomeFirst Finance has raised Rs 1,250 crore through a qualified institutional placement, issuing 1.28 crore equity shares at Rs. 970 each, a 4.

MSPCC
Apr 11th, 2025
Turning Points: An Evening to Benefit MSPCC

Outgoing MSPCC Board of Advisors Chair Chuck Senatore received the 2025 MSPCC Voice of the Child award for his years of service to MSPCC.

Business Wire
Apr 11th, 2025
Following Years of Record Growth, IL MAKIAGE Receives $130 Million Investment at $1.5 Billion Valuation

ODDITY, parent company to IL MAKIAGE, today announced the closing of a $130 million private round that values the company at $1.5 billion.