Client-Centered Financial Advisor & Planner

Fidelity Investments Inc.; Mount Pleasant (SC); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Tuition Reimbursement

Onsite training

Job summary

Fidelity Investments Inc. seeks a Financial Consultant to work in our Investor Center, engaging clients face-to-face and delivering personalized financial planning.

You will mentor clients, expand the firm's brand, and leverage an established client base with top resources in the financial industry. We provide an open architecture product platform, a rigorous support system, and opportunities for professional growth as you build lasting client relationships and help clients navigate investment

Qualifications

• Proven success in building relationships and uncovering client needs.
• FINRA Series 7 & 66 licensed (or ability to acquire Series 66 on hire).
• Ability to present complex investment solutions to knowledgeable clients.
• Degree or equivalent experience; CFP or degree helpful; tuition reimbursement to help obtain one.
• Ability to introduce clients to different investment strategies and assets.
• Coachable, collaborative and curious mindset.
• Committed to delivering outstanding customer experience and results.

Responsibilities

• Engage face-to-face with clients and provide mentorship and personalized planning.
• Expand the firm’s reach by nurturing relationships with an existing client base.
• Present and discuss investment solutions and strategies with clients.
• Provide excellent customer experience and support long-term client success.

Skills

Relationship building

FINRA Series 7 & 66

Investment knowledge

Client-focused communication

Coachable & collaborative

Results-driven

Education

Bachelor's degree or equivalent

CFP candidate/ certification helpful

Job description

Fidelity Investments Inc. seeks a Financial Consultant to work in our Investor Center, engaging clients face-to-face and delivering personalized financial planning.

You will mentor clients, expand the firm's brand, and leverage an established client base with top resources in the financial industry. We provide an open architecture product platform, a rigorous support system, and opportunities for professional growth as you build lasting client relationships and help clients navigate investment