Client-Focused Financial Advisor | Tuition Reimbursement

Fidelity; United States; On-site; USD 60,000 - 100,000; Full time

Job summary

Fidelity seeks a dedicated advisor to engage with clients in person, providing mentorship and personalized financial planning. You will nurture relationships, expand the firm’s client base, and present sophisticated investment solutions to a knowledgeable audience.

With FINRA licenses (Series 7/66) or the ability to obtain them, you will collaborate across a robust support network and enjoy a pathway to professional growth within Fidelity's on-site model and comprehensive training resources.

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; tuition reimbursement program can help you acquire CFP or degree
• 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

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized planning
• Help expand Fidelity's brand reach and grow client assets
• Present complex investment solutions and build rapport with clients
• Collaborate with team and resources to deliver excellent client experience

Skills

Relationship building

Client needs assessment

FINRA Series 7

FINRA Series 66

Communication skills

CFP prep support

Education

Bachelor's degree or equivalent experience

Tools

State registrations (as applicable)

Job description

Fidelity seeks a dedicated advisor to engage with clients in person, providing mentorship and personalized financial planning. You will nurture relationships, expand the firm’s client base, and present sophisticated investment solutions to a knowledgeable audience.

With FINRA licenses (Series 7/66) or the ability to obtain them, you will collaborate across a robust support network and enjoy a pathway to professional growth within Fidelity's on-site model and comprehensive training resources.