Client-Centric Financial Advisor

Fidelity Investments; Henderson (NV); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Tuition reimbursement

Job summary

Fidelity Investments in Henderson, NV is seeking a client-focused Financial Advisor to join our Investor Center. You will mentor clients, provide personalized financial planning, and help expand Fidelity's relationships with an existing client base.

You will work with a team to deliver comprehensive investment solutions, leveraging an open-architecture platform and robust resources. FINRA Series 7 & 66 licenses are required or obtainable upon hire, with tuition-reimbursement support for CFP or

Qualifications

• Must build relationships, uncover client needs, and recommend solutions.
• Licensed or able to acquire FINRA Series 7 & 66 (or equivalent).
• Tuition reimbursement may help acquire CFP or related credentials.

Responsibilities

• Engage face-to-face with clients to mentor and plan personalized strategies.
• Present complex investment solutions to a knowledgeable client base while building trust.
• Expand Fidelity’s client relationships using an open architecture platform.

Skills

Relationship building

Needs assessment

Complex solution presentation

Client-centric communication

Results-driven

Education

FINRA Series 7 & 66 licensed

CFP or related credential support

Job description

Fidelity Investments in Henderson, NV is seeking a client-focused Financial Advisor to join our Investor Center. You will mentor clients, provide personalized financial planning, and help expand Fidelity's relationships with an existing client base.

You will work with a team to deliver comprehensive investment solutions, leveraging an open-architecture platform and robust resources. FINRA Series 7 & 66 licenses are required or obtainable upon hire, with tuition-reimbursement support for CFP or