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Investment Consultant - Va Beach, Virginia
Company | Fidelity Investments |
Address | Virginia Beach, VA, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-06-20 |
Posted at | 1 year ago |
2074971
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
- Previous success in building relationships, uncovering needs and recommending solutions
- Being coachable, collaborative, and curious are your "go to" attributes
- In a team-based, fast paced environment you take initiative and exceed expectations
- You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
- Outstanding consultative selling and organizational skills
- Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
- Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills
- With our open architecture, you offer a wide broad range of financial solutions
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