Client-Focused Financial Advisor | Investment Planning

Fidelity Investments Inc.; Sloan (NV); In loco; USD 60.000 - 95.000; Tempo pieno

Vantaggi offerti da questo lavoro

Tuition Reimbursement

Descrizione del lavoro

Fidelity Investments Inc. seeks an advisor to engage clients face-to-face in its Investor Center, providing mentorship and personalized planning while expanding the firm’s reach.

You will leverage an open architecture product platform and a strong client base to deliver tailored investment guidance. The role emphasizes relationship development, complex solution presentation, and client-centered discussions, with training and tuition reimbursement options for CFP or degrees.

Competenze

• Proven success in building relationships and uncovering client needs.
• FINRA Series 7 & 66 licensed or able to acquire Series 66 on hire.
• Ability to present complex solutions to a knowledgeable client base.
• Degree or equivalent experience; CFP or degree helpful via Tuition Reimbursement.
• Ability to introduce clients to different investment strategies.
• Coachable, collaborative, and client-centered.
• Extensive knowledge of investment solutions.

Mansioni

• Engage face-to-face with clients, mentoring and planning.
• Nurture relationships with an existing client base.
• Present investment strategies and expand client assets.

Conoscenze

Relationship building

Advisory skills

Investment solutions

Communication

FINRA Series 7

Series 66 eligible

Formazione

Degree or equivalent experience

Descrizione del lavoro

Fidelity Investments Inc. seeks an advisor to engage clients face-to-face in its Investor Center, providing mentorship and personalized planning while expanding the firm’s reach.

You will leverage an open architecture product platform and a strong client base to deliver tailored investment guidance. The role emphasizes relationship development, complex solution presentation, and client-centered discussions, with training and tuition reimbursement options for CFP or degrees.