What are the responsibilities and job description for the Financial Services Associate position at Fidelity Wealth Group?
Fidelity Wealth Group is seeking motivated, service-driven professionals to join our growing financial services team.
Financial Services Associates help individuals and families understand solutions designed to protect income, prepare for retirement, build wealth, and preserve a lasting legacy. This role includes financial education, client relationship development, needs-based consultations, and ongoing professional training.
Responsibilities include:
- Develop and maintain client relationships
- Conduct financial needs assessments
- Educate clients about insurance, retirement, and wealth-building solutions
- Participate in team training and professional development
- Maintain accurate client records and follow industry guidelines
- Build a referral-based practice through networking and community engagement
Qualifications:
- Strong communication and interpersonal skills
- Professional, dependable, and coachable
- Interest in financial services and helping families
- Ability to work independently and collaboratively
- Life insurance license preferred but not required
- Willingness to complete required licensing and training
This is a flexible, performance-based opportunity with professional development, leadership advancement, and income-growth potential.
Fidelity Wealth Group
Building Wealth. Creating Freedom. Preserving Legacy.
- Are you currently licensed to sell life insurance or annuity products?
- Are you willing to complete the required licensing process?
- Are you comfortable with a performance-based compensation structure?
- Are you available to attend virtual and occasional in-person training?