Client‑Focused Financial Advisor & Planning Expert

Fidelity Investments; Leawood (KS); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments in Leawood, KS seeks an engaging financial services professional to work in our Investor Center. You will mentor clients, provide personalized planning, and help expand the firm’s brand with an existing client base.

You will join a team that emphasizes outstanding client experience, regulatory compliance, and career growth through training and support. A strong relationship mindset and ability to present complex investment solutions are essential.

Qualifications

• Proven success in building relationships and uncovering needs.
• FINRA Series 7 & 66 licenses or ability to acquire.
• Ability to present complex investment solutions.
• Degree or CFP or equivalent certifications are helpful; Tuition Reimbursement available.
• Coachable, client-focused and able to build rapport.

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized planning.
• Help expand the firm’s brand and nurture relationships with an existing client base.
• Deliver outstanding customer experience with a client-centered approach.

Skills

Relationship building

Needs discovery

Investment solutions

Complex solutions presentation

Customer experience

Results driven

Education

FINRA Series 7 & 66 licenses

CFP / degree helpful

Job description

Fidelity Investments in Leawood, KS seeks an engaging financial services professional to work in our Investor Center. You will mentor clients, provide personalized planning, and help expand the firm’s brand with an existing client base.

You will join a team that emphasizes outstanding client experience, regulatory compliance, and career growth through training and support. A strong relationship mindset and ability to present complex investment solutions are essential.