Client-Focused Financial Advisor

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

Job summary

Fidelity Investments Inc. is seeking a client-focused professional to work in our Investor Center, engaging face-to-face with clients, providing mentorship and personalized financial planning.

You will nurture relationships, expand the firm’s client base, and leverage an open architecture product platform with top resources in the financial industry, ensuring long-term client success. The role emphasizes rapport-building, trust, and delivering outstanding customer experiences, with training and

Qualifications

• Proven success in building relationships and uncovering needs.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 on hire.
• Ability to present complex solutions to a knowledgeable client base.
• Degree or equivalent experience; CFP or degree helpful; Tuition Reimbursement program available.
• Ability to introduce clients to different investment strategies.
• Coachable, collaborative, and curious.
• Committed to delivering an outstanding customer experience; motivated by results.
• Extensive knowledge of investment solutions.

Responsibilities

• Engage face-to-face with clients in Investor Center.
• Provide mentorship and personalized planning.
• Help expand the firm's client base and brand reach.
• Support long-term success for clients and Fidelity.
• Participate in training and ongoing development.

Skills

Relationship building

FINRA 7/66 licensed

Presenting complex solutions

Degree or equivalent

Client asset growth

Coachable & collaborative

Customer experience

Results-driven

Investment knowledge

Education

Degree or equivalent experience

Job description

Fidelity Investments Inc. is seeking a client-focused professional to work in our Investor Center, engaging face-to-face with clients, providing mentorship and personalized financial planning.

You will nurture relationships, expand the firm’s client base, and leverage an open architecture product platform with top resources in the financial industry, ensuring long-term client success. The role emphasizes rapport-building, trust, and delivering outstanding customer experiences, with training and