Client-Centric Financial Planner (CFP-Eligible)

Fidelity Investments Inc.; Mount Pleasant (SC); On-site; USD 60,000 - 100,000; Full time

Job summary

Fidelity Investments Inc. seeks a client-focused financial professional to work in our Investor Center, engaging face-to-face with clients and providing mentorship and personalized planning.

You will expand the firm’s reach using an open architecture product platform and strong resources in the financial industry. Role requires building trust, presenting complex investment solutions, and growing client assets while delivering exceptional service.

Qualifications

• Proven success in building relationships with clients.
• Ability to assess client needs and recommend solutions.
• Strong understanding of investment products and markets.
• Excellent communication with a knowledgeable client base.
• Motivated by delivering outstanding customer experience.

Responsibilities

• Engage face-to-face with clients, mentoring and planning to expand the firm's reach.
• Present complex investment solutions to a knowledgeable client base.
• Introduce clients to different investment strategies and grow client assets.
• Deliver an outstanding customer experience and nurture long-term relationships.
• Collaborate with team to support growth and client satisfaction.

Skills

Relationship building

Needs assessment

Investment knowledge

Communication

Problem solving

Education

Series 7/66 license

CFP (optional)

Job description

Fidelity Investments Inc. seeks a client-focused financial professional to work in our Investor Center, engaging face-to-face with clients and providing mentorship and personalized planning.

You will expand the firm’s reach using an open architecture product platform and strong resources in the financial industry. Role requires building trust, presenting complex investment solutions, and growing client assets while delivering exceptional service.