Client-Focused Financial Advisor — Build Wealth & Relationships

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

Job summary

Fidelity Investments is seeking a client-focused advisor to mentor clients face-to-face in our Investor Center. You will build relationships, present investment solutions, and grow client assets using an open-architecture platform.

Role supports ongoing training and a strong emphasis on customer experience. The position requires FINRA Series 7 & 66 (or ability to obtain Series 66), a degree or equivalent experience, and a drive for results.

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; Tuition Reimbursement program can help acquire one.
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets.
• 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.

Responsibilities

• Mentor and plan with clients face-to-face, providing personalized planning and expanding the client base.
• Engage in thoughtful conversations to introduce investment strategies and grow assets.
• Collaborate with internal teams to leverage an open architecture product platform and resources.

Skills

Relationship building

FINRA Series 7 & 66

Presentation to clients

Tuition reimbursement awareness

Investment strategy knowledge

Coachable & collaborative

Customer experience focus

Results oriented

Investment solutions knowledge

Education

Degree or equivalent experience

CFP or similar credential helpful

Job description

Fidelity Investments is seeking a client-focused advisor to mentor clients face-to-face in our Investor Center. You will build relationships, present investment solutions, and grow client assets using an open-architecture platform.

Role supports ongoing training and a strong emphasis on customer experience. The position requires FINRA Series 7 & 66 (or ability to obtain Series 66), a degree or equivalent experience, and a drive for results.