Client-Centric Financial Advisor & Planner

Fidelity Investments Inc.; Greenwich (CT); On-site; USD 65,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. seeks a client-focused financial professional to engage face-to-face with clients in our Investor Center.

You will mentor clients, provide personalized planning, and expand the firm's brand within an established client base. Successful candidates bring FINRA Series 7 & 66 (or eligibility to acquire Series 66 on hire), strong investment knowledge, and a passion for delivering exceptional customer experiences.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed and state registrations, OR ability to acquire Series 66 upon hire.
• Ability to present complex investment solutions to a knowledgeable client base.
• Degree or equivalent experience; CFP or related certification helpful; Tuition Reimbursement can aid.
• Ability to introduce clients to different investment strategies and assets.
• Coachable, collaborative, and curious mindset for client growth.
• Committed to outstanding customer experience and helping clients thrive.
• Motivated by results and proactive in finding solutions.

Responsibilities

• Engage face-to-face with clients in the Investor Center, mentoring and planning.
• Expand the firm’s brand reach by developing relationships with an existing client base.
• Provide guidance on investment strategies and financial planning to clients.

Skills

Relationship building

Client needs assessment

Complex solutions presentation

Coachable & collaborative

Customer-focused

Self-motivation

Motivated by results

Investment knowledge

Education

Bachelor degree or equivalent experience

CFP or related certification helpful

Job description

Fidelity Investments Inc. seeks a client-focused financial professional to engage face-to-face with clients in our Investor Center.

You will mentor clients, provide personalized planning, and expand the firm's brand within an established client base. Successful candidates bring FINRA Series 7 & 66 (or eligibility to acquire Series 66 on hire), strong investment knowledge, and a passion for delivering exceptional customer experiences.