Client-Focused Financial Consultant | Growth, Training & Mentorship

Fidelity Investments Inc.; Dayton (OH); Vor Ort; USD 70.000 - 95.000; Vollzeit

Benefits dieser Stelle

Tuition reimbursement

Comprehensive training

Competitive base salary

Zusammenfassung

Fidelity Investments Inc. in Dayton, OH is seeking an Investment Advisor to join our Investor Center. You will engage face-to-face with clients, provide mentorship and personalized planning, and expand the firm’s reach by delivering tailored investment solutions.

You will leverage an existing client base, supported by a robust product platform, and pursue CFP or FINRA credentials as you grow your advisory practice. This onsite role emphasizes excellent client service and long-term relationships.

Qualifikationen

• FINRA Series 7 & 66 licensing or ability to acquire Series 66 upon hire
• CFP or degree is helpful
• Strong relationship-building and needs discovery skills
• Ability to present complex investment solutions to clients
• Client-centered, proactive approach to expanding client assets

Aufgaben

• Engage face-to-face with clients in the Investor Center and provide mentorship and personalized planning
• Build and nurture relationships with an existing client base to expand business
• Represent Fidelity with a high standard of service and knowledge of investment solutions

Kenntnisse

Relationship building

Complex solutions presentation

Team minded

Results driven

Investment solutions knowledge

Ausbildung

Degree or equivalent experience

Jobbeschreibung

Fidelity Investments Inc. in Dayton, OH is seeking an Investment Advisor to join our Investor Center. You will engage face-to-face with clients, provide mentorship and personalized planning, and expand the firm’s reach by delivering tailored investment solutions.

You will leverage an existing client base, supported by a robust product platform, and pursue CFP or FINRA credentials as you grow your advisory practice. This onsite role emphasizes excellent client service and long-term relationships.