Financial Consultant - Summerlin, NV

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 providing personalized financial planning and mentorship to clients. This role exists to expand the firm's brand reach by nurturing relationships with an existing client base. The consultant will present complex investment solutions and guide clients through personalized financial strategies to ensure long-term success.

What you'll do

• Engage face-to-face with clients, provide mentorship and personalized planning, build relationships, uncover needs, recommend solutions, present complex solutions, introduce investment strategies, and bring together additional 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

• Competitive total rewards package, tuition reimbursement, training programs.

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.