Client-Centric Financial Consultant & Planning Advisor

Fidelity Investments; Coyote Springs (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments in the United States is seeking a client-focused financial professional to engage with clients in person, delivering mentorship and personalized planning. You will leverage an existing client base and provide tailored investment solutions within a knowledge-rich environment.

The role rewards relationship-building, regulatory licensing, and ongoing certifications, with strong support for professional growth, onsite work expectations, and a comprehensive rewards package.

Qualifications

• Proven success in building relationships and uncovering client needs.
• Ability to present complex investment solutions to knowledgeable clients.
• Tuition reimbursement available to help you advance certifications.

Responsibilities

• Engage clients face-to-face, mentor them, and provide personalized planning.
• Promote and expand the firm’s brand by delivering excellent customer service.

Skills

FINRA Series 7

FINRA Series 66

Relationship building

Financial planning

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments in the United States is seeking a client-focused financial professional to engage with clients in person, delivering mentorship and personalized planning. You will leverage an existing client base and provide tailored investment solutions within a knowledge-rich environment.

The role rewards relationship-building, regulatory licensing, and ongoing certifications, with strong support for professional growth, onsite work expectations, and a comprehensive rewards package.