Financial Consultant - Summerlin, NV

Job overview

The Financial Consultant - Summerlin, NV is an onsite role based in Jean, 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-time

day shift

jean nv

fidelity

financial consultant

sales

relationship management

series 7

series 66

onsite

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.