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Financial Consultant - Henderson, NV

Fidelity Investments · Henderson, NV · Investor Center

Employment type

Full-time

Work setting

On-site

Location

Henderson, NV

Schedule

Day shift

Posted

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Job overview

The Financial Consultant - Henderson, NV role is an onsite position based in Henderson, 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 solutions and guide clients toward their long-term financial goals.

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
financial consultant
henderson nv
sales
relationship management
finra series 7
finra series 66
onsite
client-centered
investment solutions
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Tuition Reimbursement program, competitive total rewards package, comprehensive training.

Why this role

Existing client base and institutional feeders of business provided.

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
13-2052.00
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