Client-Centric Financial Consultant | Growth & Planning

Fidelity Investments Inc.; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments Inc. in Charlotte seeks a client-focused financial professional to engage face-to-face with clients, provide mentorship, and deliver personalized planning within our Investor Center.

You will expand the reach of Fidelity by building relationships, presenting complex investment solutions, and leveraging an established client base, with strong training and career growth opportunities.

Qualifications

• FINRA Series 7 & 66 licensed or ability to obtain Series 66 on hire.
• CFP designation or related degree is helpful.

Responsibilities

• Engage face-to-face with clients in the Investor Center to understand needs.
• Present investment solutions and build client relationships.
• Deliver personalized financial planning and guidance with a focus on customer experience.

Skills

Relationship building

Needs discovery

Complex investment solutions

Communication

Client onboarding

Coachable

Customer experience

Self-motivated

Investment knowledge

Education

FINRA Series 7 & 66 licenses

CFP or equivalent degree (helpful)

Job description

Fidelity Investments Inc. in Charlotte seeks a client-focused financial professional to engage face-to-face with clients, provide mentorship, and deliver personalized planning within our Investor Center.

You will expand the reach of Fidelity by building relationships, presenting complex investment solutions, and leveraging an established client base, with strong training and career growth opportunities.