Client-Focused Financial Consultant | Series 7/66 Licensed

Fidelity Investments Inc.; Cranberry Township (Butler County); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Tuition Reimbursement

Job summary

Fidelity Investments Inc. seeks a client-focused professional to work in our Investor Center, engaging face-to-face with clients to provide mentorship and personalized financial planning.

You will leverage an established client base and Fidelity's open platform to present investment solutions and grow the firm's presence, delivering exceptional service. Necessary licenses (Series 7/66) or ability to obtain them, and a commitment to ongoing professional development.

Qualifications

• Proven success in building relationships and uncovering client needs.
• Ability to present complex investment solutions to knowledgeable clients.
• Coachable, collaborative and curious in a client-focused environment.
• Committed to delivering outstanding customer experience with results-driven approach.

Responsibilities

• Engage face-to-face with clients to provide mentorship and planning.
• Expand the firm’s reach using an established client base and resources.
• Nurture relationships with existing clients and present investment strategies.

Skills

Proven relationships

Present complex solutions

Coachable and collaborative

Outstanding customer experience

Results-driven

Investment solutions knowledge

Education

Degree or equivalent experience

CFP or degree optional via tuition reimbursement

Tools

FINRA Series 7

FINRA Series 66

State registrations

Job description

Fidelity Investments Inc. seeks a client-focused professional to work in our Investor Center, engaging face-to-face with clients to provide mentorship and personalized financial planning.

You will leverage an established client base and Fidelity's open platform to present investment solutions and grow the firm's presence, delivering exceptional service. Necessary licenses (Series 7/66) or ability to obtain them, and a commitment to ongoing professional development.