Client-Focused Investment Advisor

Fidelity Investments Careers; Cincinnati (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. seeks a client-focused financial professional to join our Investor Center in Cincinnati. You will develop customized financial plans using Fidelity’s planning tools, guiding clients with investment solutions and growing relationships with a local advisor.

Focus remains on existing clients and warm leads to best serve their financial future. The role emphasizes using Fidelity’s guidance resources, conducting efficient one-on-one appointments, and proactive outreach to

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Ability to use Fidelity guidance tools for financial planning discussions.
• Comfortable preparing for and conducting efficient one-on-one appointments.
• Grow client relationships through proactive outreach and need-based referrals.
• A degree or professional certifications are beneficial (tuition reimbursement available).

Responsibilities

• Develop customized financial plans using Fidelity products and tools.
• Engage existing clients and warm leads to provide investment solutions.
• Consult with clients to guide investment decisions in their best interest.
• Present solutions and implement plans, building lasting client relationships.

Skills

FINRA Series 7/66

Job description

Fidelity Investments Inc. seeks a client-focused financial professional to join our Investor Center in Cincinnati. You will develop customized financial plans using Fidelity’s planning tools, guiding clients with investment solutions and growing relationships with a local advisor.

Focus remains on existing clients and warm leads to best serve their financial future. The role emphasizes using Fidelity’s guidance resources, conducting efficient one-on-one appointments, and proactive outreach to