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Execute and negotiate municipal bond trades, collaborate with portfolio managers, analysts, and traders to generate relative-value ideas, maintain dealer relationships, refine electronic and systematic trading, and partner with Technology, Compliance, Legal, and Operations to improve process efficiency and risk controls.

As a Financial Consultant, you will engage with clients to offer personalized financial planning and investment solutions while building strong relationships and supporting their financial needs.

The role involves overseeing market risk analysis, ensuring sufficient capital in customer accounts, and improving risk reporting. The candidate will engage with various business lines and represent the firm in risk management activities.

Provide one-on-one financial planning and investment advice to existing clients and warm leads; use Fidelity planning tools to present solutions, grow relationships, refer complex cases to wealth management, and conduct efficient in-branch appointments with follow-up.