About this role

Join Fidelity Technology Group as a Financial Consultant in Troy, MI, where you will provide personalized financial planning and mentorship to clients face-to-face. This role offers a unique business model with an existing client base and institutional support, empowering you to nurture relationships and expand the firm's reach.

What we are looking for

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Engage face-to-face with clients in an Investor Center setting
Provide mentorship and personalized financial planning
Nurture relationships with an existing client base
Leverage an open architecture product platform and top industry resources
FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
Introduce clients to investment strategies and grow client assets

Work authorization

No visa sponsorship is available.
Must be authorized to work without sponsorship.