Client-Focused Financial Advisor

Fidelity Investments Inc.; Providence (RI); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Competitive total rewards package

Résumé du poste

Fidelity Investments seeks a client-focused financial advisor to engage clients in person, provide mentorship, and offer personalized planning. You will leverage an existing client base and institutional support to expand the Fidelity brand while delivering tailored investment guidance.

The role emphasizes relationship-building, presenting advanced investment solutions, and maintaining compliance with FINRA requirements during client conversations. Onsite work is part of Fidelity's model.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• Degree or equivalent experience and/or other professional certifications are helpful; CFP or degree can be pursued with Tuition Reimbursement.
• Experience presenting complex investment solutions to clients and working with a knowledgeable base.

Responsabilités

• Engage face-to-face with clients, providing mentorship and personalized planning.
• Help expand Fidelity's brand by nurturing ongoing client relationships.
• Present complex investment solutions and build rapport with a client-focused approach.

Connaissances

Relationship building

Financial advisory sales

Effective communication

Client needs analysis

Coachable/collaborative

Formation

Bachelor's degree or equivalent

CFP desirable or pursuing

Description du poste

Fidelity Investments seeks a client-focused financial advisor to engage clients in person, provide mentorship, and offer personalized planning. You will leverage an existing client base and institutional support to expand the Fidelity brand while delivering tailored investment guidance.

The role emphasizes relationship-building, presenting advanced investment solutions, and maintaining compliance with FINRA requirements during client conversations. Onsite work is part of Fidelity's model.