Fidelity Investments · 6 hours ago
Financial Consultant - Salt Lake City, UT
Salt Lake City, UT
Full-time
Hybrid
Mid LevelFidelity Investments is a stable industry leader in financial services, seeking a Financial Consultant to engage with clients and provide personalized financial planning. The role involves nurturing relationships with an existing client base and offering guidance on investment strategies while utilizing Fidelity's resources and support.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Engage face-to-face with customers, offering guidance and personalized planning
Extend the reach of the firm's brand
Build relationships, uncover needs, and recommend solutions
Present complex solutions to a knowledgeable client base while building rapport and credibility
Introduce clients to different investment strategies and engage in positive, client-centered discussions
Deliver an outstanding customer experience and exceed customer expectations
Mentor and support customers as they look to reach their retirement goals
Provide comprehensive investment solutions and retirement plans to meet client needs
Qualification
Required
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your 'go to' attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Series 07 - FINRA, Series 63 - FINRA
Preferred
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
Benefits
Tuition Reimbursement program
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-20
alleywatch.com
2026-01-20
2026-01-16
Company data provided by crunchbase