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Financial Consultant - Stamford, CT
Fidelity
869 WASHINGTON BLVD, STAMFORD, CTPosted Sep 11, 2026 · 5h ago
Full-timeMid LevelOn-site
About this role
Join Fidelity as a Financial Consultant in our Stamford Investor Center. You will provide personalized financial planning and mentorship to clients face-to-face, leveraging an existing client base and institutional support. This role offers professional growth, flexibility, and comprehensive training.
What we are looking for
6- Engage face-to-face with clients to provide personalized financial planning
- Nurture relationships with an existing client base
- Expand the firm's brand reach
- FINRA Series 7 & 66 licensed or ability to acquire
- Introduce clients to investment strategies
- Deliver outstanding customer experience
Work authorization
No visa sponsorship is available.
