Client-Focused Investment Advisor

Fidelity Investments Inc.; Albuquerque (NM); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. in Albuquerque, NM seeks a client-focused financial professional to mentor clients, provide personalized planning, and help expand the firm’s brand. You will engage face-to-face with clients, supported by an open architecture platform and a large existing client base.

Our onboarding emphasizes training and long-term growth, with an onsite working model and opportunities to advance within a collaborative team that values exceptional service and trusted relationships.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed or able to acquire Series 66 on hire.
• Ability to present complex solutions to a knowledgeable client base with credibility.
• Degree or equivalent experience; CFP or degree may be pursued via Tuition Reimbursement.
• Ability to introduce clients to investment strategies and engage client assets.

Skills

Relationship building

Needs discovery

Customer service

Communication

Collaborative

Education

FINRA Series 7 & 66 licenses

CFP or degree helpful

Job description

Fidelity Investments Inc. in Albuquerque, NM seeks a client-focused financial professional to mentor clients, provide personalized planning, and help expand the firm’s brand. You will engage face-to-face with clients, supported by an open architecture platform and a large existing client base.

Our onboarding emphasizes training and long-term growth, with an onsite working model and opportunities to advance within a collaborative team that values exceptional service and trusted relationships.