Client-Focused Financial Advisor (FINRA Licensed)

Fidelity Investments; Sugar Land (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

In-branch training

Regional/national/virtual training

Job summary

Fidelity Investments is seeking a client-focused professional at the Investor Center to mentor and plan with clients, expanding the firm’s brand through personalized financial guidance. This role leverages a strong client base and open architecture tools, with robust training and ongoing support to foster professional growth.

You will engage in face-to-face meetings, expand relationships across investment strategies, and deliver an exceptional customer experience, while contributing to the

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed 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; CFP or degree pursued via Tuition Reimbursement program.

Skills

Relationship building

Licenses: Series 7 & 66

Presentation skills

Tuition Reimbursement CFP/degree path

Client-facing consulting

Drive results

Investment knowledge

Education

Finance degree or equivalent

Job description

Fidelity Investments is seeking a client-focused professional at the Investor Center to mentor and plan with clients, expanding the firm’s brand through personalized financial guidance. This role leverages a strong client base and open architecture tools, with robust training and ongoing support to foster professional growth.

You will engage in face-to-face meetings, expand relationships across investment strategies, and deliver an exceptional customer experience, while contributing to the