Client-First Financial Consultant | Wealth Planning & Growth

Fidelity Investments; Jean (NV); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments invites you to join our Investor Center, where you will engage face-to-face with clients, providing mentorship and personalized planning while expanding the firm’s reach. Fidelity supports open architecture platforms, top resources, and strong training to help you grow professionally.

We empower long-term client success with a focus on exceptional customer experience, collaboration, and ongoing development within a firm that values growth and support.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
• Degree or equivalent experience and/or other professional certifications are helpful; CFP is an optional path
• Able to present complex solutions to a knowledgeable client base and build rapport

Responsibilities

• Engage face-to-face with clients at Fidelity Investor Center
• Provide mentorship and personalized financial planning
• Expand the firm’s client base and nurture relationships with existing clients

Skills

Relationship building

Financial planning

Sales/consultative selling

FINRA Series 7 & 66

State registrations

Coachable/collaborative

Customer experience

Investment solutions knowledge

Education

Bachelor's degree or equivalent experience

CFP certification helpful

Job description

Fidelity Investments invites you to join our Investor Center, where you will engage face-to-face with clients, providing mentorship and personalized planning while expanding the firm’s reach. Fidelity supports open architecture platforms, top resources, and strong training to help you grow professionally.

We empower long-term client success with a focus on exceptional customer experience, collaboration, and ongoing development within a firm that values growth and support.