Client-Focused Investment Advisor

Fidelity Investments Inc.; Raleigh (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. is seeking a client-centered financial professional in Raleigh, NC.

You will develop customized financial plans and present investment solutions using Fidelity’s planning tools, focusing on existing clients and warm leads to expand relationships with a local advisor. Role emphasizes guiding clients toward their best interests with strong communication, proactive outreach, and the ability to collaborate with Fidelity’s wealth-management partners in a fast-paced

Qualifications

• FINRA Series 7 & 66 licensing or ability to acquire Series 66 upon hire.
• Ability to facilitate financial planning discussions and recommend solutions.
• Proactive outreach to grow client relationships and referrals.
• Strong communication and consultative skills in a fast-paced environment.

Responsibilities

• Develop customized financial plans for existing clients using Fidelity tools.
• Engage with clients and warm leads to provide investment solutions.
• Grow relationships by understanding goals and guiding outcomes with wealth-management partners.

Skills

FINRA Series 7 & 66

Client relationship

Financial planning

Communication skills

Initiative

Education

Bachelor's degree or equivalent

CFP beneficial

Tools

Fidelity planning tools

Job description

Fidelity Investments Inc. is seeking a client-centered financial professional in Raleigh, NC.

You will develop customized financial plans and present investment solutions using Fidelity’s planning tools, focusing on existing clients and warm leads to expand relationships with a local advisor. Role emphasizes guiding clients toward their best interests with strong communication, proactive outreach, and the ability to collaborate with Fidelity’s wealth-management partners in a fast-paced