Client-Centric Financial Advisor

Fidelity Investments; Town of Florida (NY); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Tuition reimbursement

Job summary

Fidelity Investments seeks a Financial Consultant to engage with clients in an Investor Center, offering guidance and personalized planning. You will leverage an open architecture platform and strong resources to deepen relationships and broaden client assets.

The role emphasizes understanding client needs, presenting complex investment solutions, and advancing retirement planning while maintaining excellent service and integrity in every interaction.

Qualifications

• Experience building client relationships and uncovering needs.
• FINRA Series 7 & 66 licenses or ability to obtain Series 66 on hire.
• CFP or degree is helpful; tuition reimbursement may assist obtaining one.

Responsibilities

• Engage face-to-face with customers, offering guidance and personalized planning.
• Present complex investment solutions to a knowledgeable client base.
• Support clients with retirement planning and wealth management needs.
• Develop relationships within an existing client base and expand assets.

Skills

Relationship building

Client communication

Financial planning

Sales aptitude

Proactive problem solving

Education

Bachelor's degree in finance or related field

Job description

Fidelity Investments seeks a Financial Consultant to engage with clients in an Investor Center, offering guidance and personalized planning. You will leverage an open architecture platform and strong resources to deepen relationships and broaden client assets.

The role emphasizes understanding client needs, presenting complex investment solutions, and advancing retirement planning while maintaining excellent service and integrity in every interaction.