Client-Focused Investment Advisor

Fidelity Investments Inc.; Albuquerque (NM); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Structured training in-branch/on-site

Opportunities for growth and career发展

Job summary

Fidelity Investments Inc. is seeking an Investment Advisor within our Investor Center in Albuquerque. You will develop customized financial plans using Fidelity's tools and guidance resources, focusing on existing clients and warm leads to grow relationships with your local advisor.

You will guide clients through investment decisions, present tailored solutions, and build lasting financial futures. A FINRA license (Series 7 & 66) is required or obtainable on hire; CFP/certifications are a plus.

Qualifications

• FINRA licenses required or obtainable upon hire.
• Ability to explain investment solutions to clients.
• Experience with planning tools and Fidelity guidance resources.
• Strong interpersonal and communication abilities.

Responsibilities

• Develop customized financial plans for existing clients using Fidelity tools.
• Engage with warm leads and existing clients to grow relationships.
• Present and implement investment solutions aligned with client needs.
• Build call and appointment plans to maximize client value and follow-up.

Skills

FINRA Series 7 & 66 licenses

Series 66 if needed

Client guidance tools

Tech-enabled planning

Relationship development

Investment knowledge

Communication skills

Initiative

Interpersonal skills

Education

Bachelor's degree or equivalent experience

Professional certifications beneficial (CFP, etc.)

Job description

Fidelity Investments Inc. is seeking an Investment Advisor within our Investor Center in Albuquerque. You will develop customized financial plans using Fidelity's tools and guidance resources, focusing on existing clients and warm leads to grow relationships with your local advisor.

You will guide clients through investment decisions, present tailored solutions, and build lasting financial futures. A FINRA license (Series 7 & 66) is required or obtainable on hire; CFP/certifications are a plus.