Client-Facing Financial Advisor – In-Person Planning

Fidelity Investments Inc.; Johnson City (TN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Tuition reimbursement

Training programs (in-branch, regional

Job summary

Fidelity Investments is seeking a client-facing advisor to mentor and plan with investors in our Investor Center. You will work with an existing client base, expand relationships, and present tailored investment solutions on-site, supported by Fidelity’s architecture and resources.

Training and tuition reimbursement options are available to advance certifications. The role emphasizes relationship building, solution selling, and delivering an outstanding client experience while supporting

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• Series 7 & 66 licensed or ability to acquire upon hire.
• Ability to present complex investment solutions to a knowledgeable client base.
• Degree or equivalent experience; CFP or related certifications are helpful.
• Ability to introduce clients to different investment strategies and assets.
• Coachable, collaborative, and curious.
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive.
• Motivated by results and proactive in finding solutions.
• Extensive knowledge of investment solutions.

Job description

Fidelity Investments is seeking a client-facing advisor to mentor and plan with investors in our Investor Center. You will work with an existing client base, expand relationships, and present tailored investment solutions on-site, supported by Fidelity’s architecture and resources.

Training and tuition reimbursement options are available to advance certifications. The role emphasizes relationship building, solution selling, and delivering an outstanding client experience while supporting