Client-Focused Financial Advisor & Planning Coach

Fidelity; United States; On-site; USD 85,000 - 120,000; Full time

Job summary

Fidelity seeks a client-focused advisor to engage with investors at the Investor Center, mentoring and planning personalized strategies while expanding the firm’s reach. You will leverage an existing client base and top resources to support long-term success for clients and the brand.

Role involves conveying complex investment solutions in a clear, credible way, building relationships, and delivering outstanding customer experiences. Onsite work is expected as Fidelity rolls out its program.

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

FINRA 7 & 66

Complex solutions presentation

CFP/degree helpful

Investment strategies

Client-centered discussions

Coachable and collaborative

Customer experience focus

Investment knowledge

Education

Degree or equivalent experience

Job description

Fidelity seeks a client-focused advisor to engage with investors at the Investor Center, mentoring and planning personalized strategies while expanding the firm’s reach. You will leverage an existing client base and top resources to support long-term success for clients and the brand.

Role involves conveying complex investment solutions in a clear, credible way, building relationships, and delivering outstanding customer experiences. Onsite work is expected as Fidelity rolls out its program.