Client-Centric Financial Consultant - Wealth Planning

Fidelity Investments; Henderson (NV); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Onsite Training

Job summary

Fidelity Investments in Henderson, NV seeks an experienced financial professional to mentor clients and provide personalized planning. You will work in an environment with a strong client base and institutional feeders, leveraging open architecture products and top resources.

Candidate should have FINRA 7/66 or ability to obtain; CFP or related degree is a plus. You will deliver client-focused solutions and build long-term relationships while contributing to firm growth.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed and state registrations, or ability to obtain Series 66 on hire.
• Ability to present complex investment solutions to a knowledgeable client base.
• CFP or related degree/certifications are helpful; tuition reimbursement available.

Responsibilities

• Engage face-to-face with clients to mentor and plan personalized solutions.
• Leverage an existing client base and resources to expand the firm’s reach.
• Present investment strategies and coordinate associated assets for clients.
• Deliver outstanding customer experience and drive client satisfaction.

Skills

Relationship Building

FINRA 7 & 66

Presenting Solutions

Client-Focused

Sales Knowledge

Education

Bachelor’s degree or equivalent

Job description

Fidelity Investments in Henderson, NV seeks an experienced financial professional to mentor clients and provide personalized planning. You will work in an environment with a strong client base and institutional feeders, leveraging open architecture products and top resources.

Candidate should have FINRA 7/66 or ability to obtain; CFP or related degree is a plus. You will deliver client-focused solutions and build long-term relationships while contributing to firm growth.