Financial Consultant - Nanuet, NY
Fidelity Investments•Nanuet, NY
458d•$55,000 - $75,000•Hybrid
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About The Position
The Financial Consultant role at Fidelity involves engaging with clients face-to-face to provide personalized financial planning and investment solutions. This position allows consultants to focus on deepening client relationships rather than sourcing new clients, supported by Fidelity's existing client base and resources. The role emphasizes integrity, interpersonal skills, and meticulous planning to help clients achieve their financial goals, particularly in retirement planning.
