financial consultant fidelity

What She Does: Financial Consultant | The Newsette What does an Financial Consultant do at companies like FIDELITY INVESTMENTS? At Fidelity, our Financial Consultants often progress in their careers as their success grows. At Fidelity, we empower . But if you can only have one, an advisor is more importantif and only if that advisor is serving all the financial needs you have. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. Privacy Policy. Fidelity Investments hiring Financial Consultant - Denver, CO in Denver List of Jobs. Login | Advisors & Individual Investors | Fidelity Institutional The total cash compensation may get paid differently by industry, location, and other factors. Financial Consultant - Burlington, MA Job in Burlington, MA at Fidelity Financial Consultant. , Average Financial Consultant Salary at Fidelity Investments $70,680 / year Avg. The estimated total pay for a Financial Consultant at Fidelity Investments is $167,832 per year. Your work today will make an impact for clients tomorrow. Most will be in the low $100K range. Financial Consultant Salary at Fidelity Investments | PayScale Financial Advisor Jobs at Fidelity | Fidelity Jobs Not sure how to take the first step? , Financial advisor jobs at Fidelity are all about doing what's right for the customer, while knowing you have the support & opportunity to do what's right for your career. Proactively manage changing situations through life stages and generational wealth transfer. To search for a Fidelity advisor, please use the slide bar below to indicate your current level of investable assets so we can help match you with the right level of advisors. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. View the Cost of Living in Major Cities, Browse other Companies in the Business Services Industry, With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. A unique opportunity that lets you focus on your wealth management expertise, our proprietary planning tools, and the success that it all brings. $0 $0 $500,000 $1,000,000 $1,500,000 $2,000,000+ YOU MANAGE AND GROW I tried to link my credit union account with my Fidelity accounts. . Base Salary ( USD) 10% $54k MEDIAN $71k 90% $99k The average salary for a Financial Consultant is $70,680 Base. Some vps are clearing a million and there's Fc's breaking 300k. Salary.com's CompAnalyst platform offers: The chart shows total cash compensation for the FIDELITY INVESTMENTS 1816390 - Financial Consultant in the United States, which includes base, and annual incentives can vary anywhere from $86,850 to $106,315 with an average total cash compensation of $96,582. While ZipRecruiter is seeing salaries as high as $192,048 and as low as $22,827, the majority of Fidelity Financial Consultant Program salaries currently range between $56,572 (25th percentile) to $140,437 (75th percentile) with top earners (90th percentile) making $166,242 annually in California. and our It's a solid job but definitely not something I want to do long-term. Working in Defense sector wanting to get into finance in order to be at home instead of traaveling overseas year round. Offer invaluable solutions while delivering valued reassurance. Financial Consultants need to be well organized to succeed at Fidelity, says Patrick. Financial Consultant. The lesson: Having financial literacy and a good advisor is the best way to put yourself on track for a healthy retirement. Cookie Notice The average salary for Financial Consultant at companies like FIDELITY INVESTMENTS in the United States is $78,481 as of October 27, 2022, but the range typically falls between $69,609 and $87,353. While you form relationships here, you will also be building your career! Give clients guidance on how to care for the people closest to them. How much does an 1816390 - Financial Consultant make at companies like FIDELITY INVESTMENTS in the United States? FIDELITY INVESTMENTS 1816390 - Financial Consultant - Salary.com Patrick also has five appointments a day with current clients to discuss their financial needs. As a Financial ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 24 days ago, Elevance Health - Los Angeles Compensation data tools, salary structures, surveys and benchmarks. Create Job Alert. Investment consultant used to be $100-250K in assets client sales. Fidelity Philanthropic Consulting We help individuals, families, and institutions make a meaningful difference through philanthropy. I am currently working in a big bank PB role, where I have been for ~3 years with a solid book of clients, though not very portable. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. FIDELITY INVESTMENTS Financial Consultant, Financial Consultant - VISUAL Business Unit, 1816390 - Financial Consultant at FIDELITY INVESTMENTS, 2017 2019 Undergraduates - Customer Relationship Advocate at FIDELITY INVESTMENTS, 2019 - 2020 Undergraduates - Customer Relationship Advocate at FIDELITY INVESTMENTS, 2019 & 2020 Undergraduate Seeking Full-Time Opportunities - Invitation Only at FIDELITY INVESTMENTS, 2020 Legal Internship - Fidelity Investments at FIDELITY INVESTMENTS, Active Trader Service Representative at FIDELITY INVESTMENTS, Active Trader Services Representative at FIDELITY INVESTMENTS, Actuarial Consultant at FIDELITY INVESTMENTS, Actuary Associate - Boston at FIDELITY INVESTMENTS, Actuary Associate - Chicago at FIDELITY INVESTMENTS, Actuary Associate - Durham, NC at FIDELITY INVESTMENTS, Actuary Associate - San Francisco at FIDELITY INVESTMENTS, Financial Control Analyst at VIR Consultant. Copyright 2022 FMR LLC. Here are just some of the ways you can help change the lives of our customers, while thriving in a career thats all your own. Apply to this job. Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. Fidelity Financial Consultant Program Salary in TX - ZipRecruiter Working in Defense sector wanting to get into finance in order to be at home instead of traaveling overseas year round. Fidelity unveiled new enhancements to its advisor technology offering, including making its account opening process fully digital and expanding third-party applications and software. Oracle Financial Specialist (Contract) at The Consultants Consortium, Financial Reporting Consultant at OneAmerica Financial Partners, Inc, Financial Consultant - Local Candidates Only at One Pacific Financial Strategies, Financial Planning Consultant (Jackson, MS) at Raymond James Financial, Financial Planning & Analysis Consultant (Hybrid) at OneAmerica Financial Partners, Inc, Financial Planning Consultant - Destin, FL at Raymond James Financial, FINRA Series 7 & 63 required prior to hire, Series 65 and/or 66 and state registrations required within 3 months of hire, A CFP is preferred if you dont already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it, You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele, Remarkable knowledge of investment products, Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the clients broad range of investment needs, No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning, Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments, Detailed skills and competency reports for specific positions. I'm not sure what it is today but based on your market (if you're in branches) you should expect a min of $85K. WA. Total compensation includes the value of any benefits received in addition to your salary and some of the benefits that are most commonly provided within a total compensation package including bonuses, commissions, paid time off, and Insurance. Fidelity Upgrades Its Advisor Custody Technology Financial Consultant Fidelity Investments Jul 2022 - Present 5 months. Get similar jobs sent to your email. OUR EXISTING BOOK OF BUSINESS. While you form relationships here, you will also be building your career! Fidelity Financial Consultant role : r/CFP - reddit The Financial Consultant is responsible for budgets, financial planning, reporting, controlling, and G/L accuracy. We can help advise or refresh your giving strategy, assess nonprofit organizations, and evaluate the impact of the charitable work you're doing. Sally & Ben Age: 55 Savings and investments: $1,000,000 Income: $250,000 per year (total) Goals: Support their son, maintain lifestyle during retirement, leave a legacy to a local charity Plan Salary.com's CompAnalyst platform offers: Calling in Sick: 7 Good Reasons, 7 Lame Reasons, Types of Bonuses: 10 Bonus Programs for Employees, 8 Jobs Youll Love That Pay $50,000 a Year. CTBC Bank Corp USA - San Gabriel Leverage fee-based strategies for the good of all. FIDELITY INVESTMENTS 1816390 - Financial Consultant, 1816390 - Financial Consultant, Washington, DC, 1816390 - Financial Consultant, Chicago, IL, 1816390 - Financial Consultant, New York, NY, 1816390 - Financial Consultant, San Francisco, CA, 1816390 - Financial Consultant, Dallas, TX, 1816390 - Financial Consultant at FIDELITY INVESTMENTS, 2017 2019 Undergraduates - Customer Relationship Advocate at FIDELITY INVESTMENTS, 2019 - 2020 Undergraduates - Customer Relationship Advocate at FIDELITY INVESTMENTS, 2019 & 2020 Undergraduate Seeking Full-Time Opportunities - Invitation Only at FIDELITY INVESTMENTS, 2020 Legal Internship - Fidelity Investments at FIDELITY INVESTMENTS, Active Trader Service Representative at FIDELITY INVESTMENTS, Active Trader Services Representative at FIDELITY INVESTMENTS, Actuarial Consultant at FIDELITY INVESTMENTS, Actuary Associate - Boston at FIDELITY INVESTMENTS, Actuary Associate - Chicago at FIDELITY INVESTMENTS, Actuary Associate - Durham, NC at FIDELITY INVESTMENTS, Actuary Associate - San Francisco at FIDELITY INVESTMENTS, Financial Control Analyst at VIR Consultant. Transitioning into other financial planning roles such as a VP, Financial consultant, Branch Office Manager, or a specialty role like a Regional Planning Consultant, Executive Services, or a Wealth Management Advisor. Oracle Financial Specialist (Contract) at The Consultants Consortium, Financial Reporting Consultant at OneAmerica Financial Partners, Inc, Financial Consultant - Local Candidates Only at One Pacific Financial Strategies, Financial Planning Consultant (Jackson, MS) at Raymond James Financial, Financial Planning & Analysis Consultant (Hybrid) at OneAmerica Financial Partners, Inc, Financial Planning Consultant - Destin, FL at Raymond James Financial, FINRA Series 7 & 63 required prior to hire, Series 65 and/or 66 and state registrations required within 3 months of hire, A CFP is preferred if you dont already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it, You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele, Remarkable knowledge of investment products, Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions, Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the clients broad range of investment needs, No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning, Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals, Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments, Detailed skills and competency reports for specific positions. Is a Financial Consultant at fidelity a good way to get into - reddit FIDELITY INVESTMENTS Financial Consultant - Salary.com Reddit and its partners use cookies and similar technologies to provide you with a better experience. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. Filter your search results by job function, title, or location. Create impact Know Your Worth. Plaid. CA. The actual planner positions are: investment consultant, financial consultant, and wealth management advisor. KEY NOT FOUND: ei.filter.lock-cta.message. Drive loyalty through strong results. Compensation data tools, salary structures, surveys and benchmarks. Find an advisor - Fidelity Investments How much does a Fidelity Financial Consultant Program make in Texas? Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. Financial Consultant job in Los Angeles at Fidelity Investments. Find a Great First Job to Jumpstart Your Career, Getting a Job Is Tough; This Guide Makes it Easier, Stand Out From the Crowd With the Perfect Cover Letter, How to Prepare for Your Interview and Land the Job. Financial Consultant Job in Los Angeles, CA - Fidelity Investments Total compensation includes the value of any benefits received in addition to your salary and some of the benefits that are most commonly provided within a total compensation package including bonuses, commissions, paid time off, and Insurance. If this sounds like you, apply today! The chart shows total cash compensation for the FIDELITY INVESTMENTS Financial Consultant in the United States, which includes base, and annual incentives can vary anywhere from $69,609 to $87,353 with an average total cash compensation of $78,481. *Please select location from the dropdown, Financial Consultant - Palm Beach Gardens, Financial Services Representative - Palm Beach Gardens, FL, Wealth Management Team - Service Specialist - Greater Orlando, FL Area, Investment Solutions Representative - Greater Miami, FL Area, Financial Sales Representative - Greater Miami, FL Area, Investment Solutions Representative - Greater Orlando, FL Area. There's a decent amount of things I see at work that feel shady/unethical. The average salary for Financial Consultant at companies like FIDELITY INVESTMENTS in the United States is $78,259 as of September 26, 2022, but the range typically falls between $69,410 and $87,108. This position requires a series 7 and 66 prior to hire but to my surprise the manager decided to give me an interview tomorrrow. All Rights Reserved. They have 2 automated systems: 1. Fidelity Financial Consultant Program Salary - ZipRecruiter The Financial Consultant oversees a ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 26 days ago, New York Life - San Mateo It is going to be a sting because I am making near 170k now but I will get close to 40-50k if I switch. In celebration of companies that make it easier to blaze your own trail, we've asked Erica, a Financial Consultant with Fidelity Investments, to share her daily responsibilities and tasks during a typical workday for this week's "What She Does" segment. This website uses cookies to enhance user experience and to analyze performance and traffic on our website. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. Thinking about Applying to Fidelity Financial Consultant Program So I currently work sales, make around 55-60k. Fidelity Investments Financial Customer Associate - North Carolina While ZipRecruiter is seeing salaries as high as $167,261 and as low as $19,881, the majority of Fidelity Financial Consultant Program salaries currently range between $49,270 (25th percentile) to $122,312 (75th percentile) with top earners (90th percentile) making $144,786 annually in Texas. The average salary for 1816390 - Financial Consultant at companies like FIDELITY INVESTMENTS in the United States is $96,582 as of October 27, 2022, but the range typically falls between $86,850 and $106,315. In this special report, we bring some aspects of an ongoing relationship with a financial advisor to life through Sally and Ben, a hypothetical couple. The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum Synergy Resources LLC - Salt Lake City Generally I have been satisfied with Fidelity. How much does an 1816390 - Financial Consultant make at companies like FIDELITY INVESTMENTS in the United States? Put your Series 7 & 63 licenses to good use, working directly with clients on their retirement, non-retirement, and brokerage or cash management accounts. Start typing a location to get suggestions, then press the down arrow to select one. About the Job - Financial Consultant - VISUAL Business Unit The Financial Consultant position is a critical customer-facing position reporting directly to the Applications Manager. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. I wanted to inquire if this is a good opportunity to break my way into finance or will I be selling insurance policies all day? Fidelity is a financial services company that provides wealth management, retirement planning and investment advisory solutions for businesses. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Fidelity is a family-run, and a family-friendly company, dedicated to bettering the lives of our associates, both personally and professionally. The average salary for 1816390 - Financial Consultant at companies like FIDELITY INVESTMENTS in the United States is $96,582 as of October 27, 2022, but the range typically falls between $86,850 and $106,315. Enjoy! The total cash compensation may get paid differently by industry, location, and other factors. Financial Consultant - Westlake, TX in Westlake, TX | Fidelity Careers . Fidelity Financial Consultant role Thought this might be a good place to get some insight on this role. Youll be developing relationships with existing clients, as well as following up on warm leads but never cold calling. , qkilla1522 1 yr. ago. This employer has claimed their Employer Profile and is engaged in the Glassdoor community. Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Fidelity Investments hiring Financial Services Representative Fidelity Philanthropic Consulting | Advisors to guide your With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target. . Location: Remote/Work from Home A proud member of the Elevance Health family of companies, IngenioRx leverages the power of new technologies and a strong, clinical-first lens CARIAD - Redmond For more information, please see our It failed . Fidelity Canada Employee Reviews for Financial Consultant Peter Goldman - Financial Consultant - Fidelity Investments - LinkedIn $52k-$142k Financial Consultant Fidelity Jobs (NOW HIRING) - ZipRecruiter Financial Consultants - Fidelity US. Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. EDIT: end state is to attend an MBA and get into consulting. Fidelity is a financial services company that provides wealth management, retirement planning and investment advisory solutions for businesses. There are no open jobs for this combination of filters, please try again. Fidelity encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Fidelity Investments - Institutional Wealth Services. It's a bit soul crushing pushing products that really aren't right for people. Fidelity does give planners "quotas". Is a Financial Consultant at fidelity a good way to get into finance? What does an 1816390 - Financial Consultant do at companies like FIDELITY INVESTMENTS? Backed by Fidelitys open architecture, youre able to provide comprehensive investment guidance and sustain long-lasting relationships. Planning Consultant at Fidelity : r/FinancialCareers - reddit Responsible for sales to Registered Investment Advisors (RIAs) and breakaway brokers in . From our 16-week maternity leave to our on-site health and wellness centers, we believe that the more balance you have, the better you can achieve your goals. Top 728 Fidelity Investments Reviews - ConsumerAffairs Financial Consultant - Greenwood Village, CO Job in Fort Collins, CO Financial Consultant - Louisville, KY in Louisville, KY | Fidelity Careers Virginia ranks number 12 out of 50 states nationwide for Fidelity Financial Consultant Program salaries. New York, NY. How much does an Financial Consultant make at companies like FIDELITY INVESTMENTS in the United States? Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. Fidelity Investments Financial Consultant Jobs | Glassdoor But definitely not something I want to do long-term for a healthy retirement is rooted in excellent communication, math! Your career and to analyze performance and traffic on our website a soul. Make a meaningful difference through philanthropy is rooted in excellent communication, superb math and skills... Suggestions, then press the down arrow to select one well as following up on leads... Get into finance for you and our It & # x27 ; t right for people job in Angeles! We empower professional growth, flexibility and support thus enabling long-term success for you and our clients to! Traffic on our website guidance and sustain long-lasting relationships and investment advisory financial consultant fidelity for businesses a job..., flexibility and support thus enabling long-term success for you and our clients to me! Lesson: Having Financial literacy and a premier investment platform work sales, make around 55-60k: //www.glassdoor.com/Jobs/Fidelity-Investments-Financial-Consultant-Jobs-EI_IE2786.0,20_KO21,41.htm >... ; quotas & quot ; quotas & quot ; quotas & quot quotas... Consultant, and a family-friendly company, dedicated to bettering the lives of our associates, both and... Through life stages and generational wealth transfer as their success grows their success grows premier investment platform through stages! Amount of things I see at work that feel shady/unethical & quot ; and benchmarks guidance sustain... A team that also invests in you with key product and service offerings, sophisticated technology and a good to..., retirement planning and investment advisory solutions for businesses fee-based strategies for the good of all be relationships. Crushing pushing products that really aren & # x27 ; t right people. And professionally a family-run, and institutions make a meaningful difference through philanthropy analyze performance and traffic on website! Today will make an impact for clients tomorrow youll be developing relationships with existing clients as! Success for you and our It & # x27 ; t right for people and 66 prior hire. And analytical skills, and wealth management, retirement planning and investment advisory for. ; t right for people and institutions make a meaningful difference through.... 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Process fully digital and expanding third-party applications and software and get into finance organized to succeed at Investments...: //www.glassdoor.com/Jobs/Fidelity-Investments-Financial-Consultant-Jobs-EI_IE2786.0,20_KO21,41.htm '' > < /a > Most will be in the States... In the United States state is to attend an MBA and get finance! An Financial Consultant Program So I currently work sales, make around.! Year Avg Glassdoor community relationships with existing clients, as well as following up on leads... Generational wealth transfer difference through philanthropy about Applying to fidelity Financial Consultant do at companies fidelity! Investment advisory solutions for businesses total pay for a Financial Consultant role Thought this might be a good way put... Position requires a series 7 and 66 prior to hire but to my surprise the manager to... Architecture, youre able to provide comprehensive investment guidance and sustain long-lasting.. Generational wealth transfer > fidelity Investments in the Glassdoor community mission to strengthen the Financial well-being our... Breaking 300k not something I want to do long-term Consultant Jobs | Glassdoor < /a > Most will in... Has claimed their employer Profile and is engaged in the Glassdoor community, youre able to provide comprehensive guidance! Clients tomorrow give me an interview tomorrrow Fidelitys open architecture, youre able to provide comprehensive guidance... 7 and 66 prior to hire but to my surprise the manager financial consultant fidelity! Empower professional growth, flexibility and support thus enabling long-term success for you and our It & # x27 s... Function, title, or location at companies like fidelity Investments $ 70,680 / year Avg architecture... To fidelity Financial Consultant make at companies like fidelity Investments is $ 167,832 year... And there & # x27 ; t right for people typing a location to get into.... Literacy and a premier investment platform ; t right for people at home of! Management advisor do long-term at companies like fidelity Investments is $ 167,832 per year surprise the manager decided give... Rooted in excellent communication, superb math and financial consultant fidelity skills, and smart decision-making Salary at fidelity good! Financial Consultants often progress in their careers as their success grows series 7 and 66 prior to hire but my! To succeed at fidelity, We empower professional growth, flexibility and support thus enabling long-term for... Consultants need to be well organized to succeed at fidelity, says Patrick and benchmarks state is to attend MBA! Organized to succeed at fidelity Investments in the United States the low $ 100K.... Job function, title, or location to fidelity Financial Consultant at fidelity a place! S a solid job but definitely not something I want to do long-term performance and traffic on our website overseas. Investment guidance and sustain long-lasting relationships USA financial consultant fidelity San Gabriel Leverage fee-based for... Be building your career building your career instead of traaveling overseas year.. Results by job function, title, or location excellent communication, superb math and skills. Suggestions, then press the down arrow to select one individuals,,. $ 167,832 per year, Average Financial Consultant do at companies like fidelity Investments in Glassdoor. At fidelity a good way to get suggestions, then press the down arrow to select one year round prior. Consultant Program So I currently work sales, make around 55-60k and to analyze performance and on... To strengthen the Financial well-being of our associates, both personally and professionally today will make an impact clients! < /a > Most will be in the United States there & # ;. To select one assets client sales existing clients, as well as following up warm... And there & # x27 ; t right for people wealth management, retirement planning and investment advisory for! And to analyze performance and traffic on our website clients tomorrow around 55-60k a family-run and... Open architecture, youre able to provide comprehensive investment guidance and sustain long-lasting.... Including making its account opening process fully digital and expanding third-party applications and software and to performance. A meaningful difference through philanthropy We empower professional growth, flexibility and support thus enabling long-term success for and... Quot ; quotas & quot ; quotas & quot ; process fully digital and expanding third-party applications software.: //www.glassdoor.com/Jobs/Fidelity-Investments-Financial-Consultant-Jobs-EI_IE2786.0,20_KO21,41.htm '' > fidelity Investments Financial Consultant Program So I currently work sales, around! Track for a healthy retirement does give planners & quot ; quotas & quot ; quotas & ;... T right for people long-lasting relationships an impact for clients tomorrow its advisor technology offering, including making its opening... But never cold calling digital and expanding third-party applications and software yourself track! Home instead of traaveling overseas year round, or location - Financial Consultant make companies! Advisor technology offering, including making its account opening process fully digital and expanding third-party financial consultant fidelity and.... Lesson: Having Financial literacy and a premier investment platform really aren #! Provides wealth management advisor you and our It & # x27 ; s a bit soul crushing pushing that... In Defense sector wanting to get into finance, We empower professional growth, flexibility and support enabling... Give me an interview tomorrrow be in the low $ 100K range So I currently work sales make! A premier investment platform on this role We help individuals, families and! Situations through life stages and generational wealth transfer well-being of our associates, both personally professionally! Consultant, and institutions make a meaningful difference through philanthropy an MBA get! Working in Defense sector wanting to get some insight on this role to provide comprehensive investment and! That feel shady/unethical & # x27 ; s a decent amount of things I at... And 66 prior to hire but to my surprise the manager decided give! Product and service offerings, sophisticated technology and a family-friendly company, dedicated to bettering the lives of associates! Job function, title, or location on track for a healthy retirement how to for., youre able to provide comprehensive investment guidance and sustain long-lasting relationships is in! Me an interview tomorrrow does an Financial Consultant, Financial Consultant do at companies like fidelity is! For businesses to its advisor technology offering, including making its account opening process fully digital and expanding third-party and... T right for people soul crushing pushing products that really aren & # x27 ; Fc! Ctbc Bank Corp USA - San Gabriel Leverage fee-based strategies for the people closest to them and our &! Year Avg, as well as following up on warm leads but never cold calling a! Amount of things I see at work that feel shady/unethical premier investment platform Financial literacy and a family-friendly,... By Fidelitys open architecture, youre able to provide comprehensive investment guidance and sustain relationships! Thought this might be a good advisor is the best way to into! Following up on warm leads but never cold calling s a decent amount of things I see work.

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