Client-First Financial Planning Advisor

Fidelity Investments Inc.; Providence (RI); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. is seeking a client-focused professional to engage face-to-face with clients in our Investor Center, providing mentorship and personalized financial planning while expanding the firm’s reach.

You’ll work with an existing client base and utilize Fidelity’s open architecture platform and top resources to deliver an outstanding customer experience and long-term relationships.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one.
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
• Coachable, collaborative, and curious are key attributes.
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive.
• Motivated by results and finding solutions, takes initiative and exceeds customer expectations.
• Extensive knowledge of investment solutions

Skills

Relationship building

Needs analysis

Communication skills

Client relationship management

Education

Degree or equivalent experience and/or professional certifications

Job description

Fidelity Investments Inc. is seeking a client-focused professional to engage face-to-face with clients in our Investor Center, providing mentorship and personalized financial planning while expanding the firm’s reach.

You’ll work with an existing client base and utilize Fidelity’s open architecture platform and top resources to deliver an outstanding customer experience and long-term relationships.