Client-Focused Financial Advisor & Planner

Fidelity Investments Inc.; Raleigh (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Tuition reimbursement

Job summary

Fidelity Investments Inc. seeks a client-focused adviser for our Investor Center in Raleigh, NC. You will mentor clients, plan personalized strategies, and expand Fidelity’s reach with an established client base.

You will leverage FINRA licenses (Series 7 & 66) or pursue them upon hire, with CFP or degree enhancement supported by Tuition Reimbursement. Expect a results-driven, collaborative team environment, onsite in a dynamic, growth-focused setting.

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
• Degree or equivalent experience and/or other professional certifications are helpful; CFP coaching available via Tuition Reimbursement
• Ability to introduce clients to different investment strategies and grow assets through client conversations

Responsibilities

• Engage face-to-face with clients in the Investor Center, mentoring and planning new strategies.
• Build credibility by presenting tailored investment solutions to a knowledgeable client base.
• Nurture relationships with an existing client base and expand the firm’s reach.

Skills

Relationship building

FINRA Series 7

FINRA Series 66

Needs assessment

Complex solution presentation

Communication

Financial planning

Team collaboration

Education

Bachelor's degree or equivalent experience

Job description

Fidelity Investments Inc. seeks a client-focused adviser for our Investor Center in Raleigh, NC. You will mentor clients, plan personalized strategies, and expand Fidelity’s reach with an established client base.

You will leverage FINRA licenses (Series 7 & 66) or pursue them upon hire, with CFP or degree enhancement supported by Tuition Reimbursement. Expect a results-driven, collaborative team environment, onsite in a dynamic, growth-focused setting.