Client-Driven Financial Advisor (Tuition Reimbursement)

Fidelity; United States; Presencial; USD 70.000 - 110.000; Tempo integral

Resumo da vaga

Fidelity is seeking a client-focused financial services professional to join our Investor Center. You will engage face-to-face with clients, provide mentorship and personalized planning, and help expand the firm's client base with our open architecture platform and strong national resources.

The role requires FINRA Series 7 and 66 (or ability to obtain them), a proven track record of building relationships, and the ability to present complex investment solutions clearly while delivering

Qualificações

• Proven ability to build relationships, uncover needs, and recommend solutions.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Strong presentation of complex investment solutions to a knowledgeable client base.
• Bachelor's degree or equivalent experience; CFP or further certifications are a plus.

Responsabilidades

• Engage face-to-face with clients in the Investor Center, mentoring and planning personalized strategies.
• Expand the firm’s client base and deepen relationships by delivering exceptional service.
• Collaborate with internal teams to present investment solutions responsibly and compliantly.

Conhecimentos

Relationship building

FINRA Series 7/66

Complex solutions presentation

Education support

Investment strategy guidance

Coachable / Collaborative

Customer focus

Results-driven

Investment knowledge

Formação

Bachelor's degree or equivalent experience

Descrição da vaga

Fidelity is seeking a client-focused financial services professional to join our Investor Center. You will engage face-to-face with clients, provide mentorship and personalized planning, and help expand the firm's client base with our open architecture platform and strong national resources.

The role requires FINRA Series 7 and 66 (or ability to obtain them), a proven track record of building relationships, and the ability to present complex investment solutions clearly while delivering