Consultant ann arbor

Updated: March 12, 2024 08:09 AM GMT

Full-time Job in Ann Arbor Charter Township, Michigan

Fidelity Investments

Ann Arbor Charter Twp, MI

Job Description : Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry.

At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand.

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
• The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending... More Detail