Client-Facing Financial Advisor - Growth & Impact

Fidelity Investments; Sloan (NV); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Tuition Reimbursement

Onsite Training

Job summary

Fidelity Investments is seeking a client-focused advisor in the United States to mentor clients face-to-face, deliver personalized planning, and expand the firm's reach through an established client base.

You will work with a robust, open-architecture platform and receive extensive training, tuition reimbursement toward CFP or similar credentials, and strong support for long-term success.

Qualifications

• Proven success in building relationships and uncovering client needs.
• FINRA Series 7 & Series 66 licensed or ability to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base.

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized planning.
• Nurture relationships with an existing client base and expand assets.
• Deliver outstanding customer experience and meet client needs.

Skills

Relationship building

FINRA Series 7

FINRA Series 66

Presenting complex solutions

Investment knowledge

CFP helpful

Tuition reimbursement

Client asset growth

Coachable

Collaborative

Customer experience

Results-driven

Product knowledge

Education

Bachelor's degree or equivalent

CFP or related certification (helpful)

Job description

Fidelity Investments is seeking a client-focused advisor in the United States to mentor clients face-to-face, deliver personalized planning, and expand the firm's reach through an established client base.

You will work with a robust, open-architecture platform and receive extensive training, tuition reimbursement toward CFP or similar credentials, and strong support for long-term success.