Client-Focused Investment Advisor

Fidelity Investments; Albuquerque (NM); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments is seeking a client-focused financial professional to join our Investor Center. You will engage face-to-face with clients, provide mentorship and personalized planning, and help expand our firm's brand within a trusted, open-architecture platform.

We offer extensive training, a strong base salary, and resources to build lasting client relationships. Expect on-site work with phased rollout, opportunities for growth, and a commitment to delivering an outstanding customer

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 can help acquire CFP or degree.
• Ability to introduce clients to different investment strategies and bring together additional client assets with positive, client-centered discussions.
• Coachable, collaborative, and curious are key attributes.
• Committed to delivering outstanding customer experience and helping others thrive.
• Motivated by results and taking initiative to exceed customer expectations.
• Extensive knowledge of investment solutions.

Responsibilities

• Mentor clients face-to-face and provide personalized financial planning.
• Help expand Fidelity's brand by nurturing relationships and assets within an existing client base.

Skills

Relationship building

Investment solutions knowledge

Presenting complex solutions

Results-driven

Client-focused selling

Education

CFP certification or degree

Job description

Fidelity Investments is seeking a client-focused financial professional to join our Investor Center. You will engage face-to-face with clients, provide mentorship and personalized planning, and help expand our firm's brand within a trusted, open-architecture platform.

We offer extensive training, a strong base salary, and resources to build lasting client relationships. Expect on-site work with phased rollout, opportunities for growth, and a commitment to delivering an outstanding customer