Client Investment Advisor - Growth & Planning

Dormont Manufacturing Co; Nouvelle-Calédonie; Sur place; EUR 42 000 - 66 000; Plein temps

Résumé du poste

Fidelity Investments in France is seeking a Financial Advisor to develop customized financial plans for existing clients using a wide range of products and planning tools. You will focus on growing relationships with a dedicated local advisor and engage in consultative discussions to meet client goals.

The role requires in-person attendance at the assigned branch. A FINRA 7/66 license is expected (or can be obtained), and CFP or related certification is favorable with a Tuition Reimbursement

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Ability to educate clients on investment solutions and options.
• Strong communication, interpersonal and consultative skills.
• Willingness to work in-person at the assigned branch.
• CFP or degree is helpful; Tuition Reimbursement available to obtain one.

Responsabilités

• Develop customized financial plans using a wide range of products and services.
• Engage with existing clients and warm leads to grow relationships.
• Conduct efficient one-on-one appointments leveraging planning tools.
• Refer clients to wealth management partners based on needs and complexity.

Connaissances

Communication skills

Relationship building

Consultative selling

Formation

FINRA Series 7 & 66 licensed

CFP certification helpful

Outils

Fidelity planning tools

Description du poste

Fidelity Investments in France is seeking a Financial Advisor to develop customized financial plans for existing clients using a wide range of products and planning tools. You will focus on growing relationships with a dedicated local advisor and engage in consultative discussions to meet client goals.

The role requires in-person attendance at the assigned branch. A FINRA 7/66 license is expected (or can be obtained), and CFP or related certification is favorable with a Tuition Reimbursement