Client-Focused Financial Advisor: Growth & Planning

Fidelity Investments; Raleigh (NC); On-site; USD 70,000 - 120,000; Full time

Job summary

Fidelity Investments in Raleigh, NC is seeking a client-facing professional to mentor clients, plan personalized strategies, and expand the firm’s reach within an existing client base. The role offers a structured path with training, a supportive environment, and a commitment to professional growth.

Fidelity emphasizes an onsite working model and extensive resources in the financial industry, with opportunities to obtain FINRA licenses and pursue ongoing education through our Tuition

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

Series 7 & 66

Presenting complex solutions

Client-focused communication

Financial knowledge

Job description

Fidelity Investments in Raleigh, NC is seeking a client-facing professional to mentor clients, plan personalized strategies, and expand the firm’s reach within an existing client base. The role offers a structured path with training, a supportive environment, and a commitment to professional growth.

Fidelity emphasizes an onsite working model and extensive resources in the financial industry, with opportunities to obtain FINRA licenses and pursue ongoing education through our Tuition