Financial Consultant - Summerlin, NV

Job overview

The Financial Consultant - Summerlin, NV role is an onsite position based in Las Vegas, NV. Compensation is not specified for this role, 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 will leverage an open architecture platform to provide investment strategies and solutions, contributing to the long-term success of both the firm and its clients.

What you'll do

• Engage face-to-face with clients, provide mentorship and personalized planning, build relationships, uncover needs, recommend solutions, present complex investment strategies, and manage client assets.

What we're looking for

Skills & competencies

full-time

day shift

las vegas nv

fidelity

financial consultant

series 7

series 66

sales

relationship management

onsite

Work arrangement

• Weekend coverage required

Benefits & perks

• Tuition Reimbursement, competitive total rewards package, training programs.

Why this role

Existing client base and institutional feeders provided.

About the employer

Fidelity Investments is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.