Financial Consultant - Summerlin, NV
Employment type
Full-time
Work setting
On-site
Location
Las Vegas, NV
Schedule
Day shift
Posted
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Job overview
The Financial Consultant - Summerlin, NV is an onsite role based in Las Vegas, NV. Compensation is not specified for this position, which supports the Investor Center team in delivering personalized financial planning and mentorship to clients. This role exists to nurture relationships with an existing client base while expanding the firm's brand reach. The consultant provides investment strategies and solutions, contributing to the team's goal of delivering an outstanding customer experience and driving long-term client success.
What you'll do
- Engage face-to-face with clients, provide mentorship and personalized planning, nurture relationships with an existing client base, present complex solutions, introduce clients to different investment strategies, and bring together additional client assets.
What we're looking for
- Skills & competencies
- full-timeday shiftlas vegas nvfidelityfinancial consultantsalesrelationship managementseries 7series 66onsite
- Work arrangement
- Weekend coverage required
Benefits & perks
- Competitive total rewards package, stable base salary, tuition reimbursement program, and comprehensive training.
Why this role
Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry.
About the employer
Fidelity Investments is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 41-3031.00
You'll be redirected to the employer's application page.
Listing ID: 96d15953-40cc-43ed-bab9-f614442ca1a2