Advisor for Investment Solutions | Client Planning & Growth

Fidelity Investments Inc.; Scottsdale (AZ); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

Fidelity Investments Inc. is seeking a client-focused professional to work in our Investor Center, delivering customized financial plans and investment solutions. You will engage with existing clients and warm leads, guiding them through planning processes and coordinating with a local advisor to grow relationships.

Responsibilities include presenting tailored recommendations, leveraging Fidelity's planning tools, and building lasting client partnerships in a fast-paced environment.

Formación

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Ability to facilitate financial planning discussions and recommend solutions that align with client needs.
• Use technology to prepare for and conduct efficient one-on-one appointments and follow-up planning.
• Grow client relationships through proactive outreach and referrals to wealth management partners when appropriate.
• A degree or professional certifications are beneficial (tuition reimbursement available for CFP, degree, or credential).
• Strong understanding of diverse investment solutions and ability to educate clients on differences.

Responsabilidades

• Develop customized financial plans using Fidelity's products and planning tools.
• Engage with existing clients and warm leads to provide investment solutions and grow relationships with a local advisor.
• Present and implement solutions that fit client needs and guide their financial decisions.
• Utilize planning resources to support memorable, value-driven client interactions.

Conocimientos

Client relationship growth

Communication skills

Financial planning discussions

Tech literacy with planning tools

Educación

FINRA licenses: Series 7 & 66 or ability to acquire Series 66

Bachelor’s degree or equivalent experience

Herramientas

Fidelity planning tools

Descripción del empleo

Fidelity Investments Inc. is seeking a client-focused professional to work in our Investor Center, delivering customized financial plans and investment solutions. You will engage with existing clients and warm leads, guiding them through planning processes and coordinating with a local advisor to grow relationships.

Responsibilities include presenting tailored recommendations, leveraging Fidelity's planning tools, and building lasting client partnerships in a fast-paced environment.