Client-Focused Investment Advisor & Planner

Fidelity; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity is seeking a client-focused Financial Advisor to work in our Investor Center, delivering customized financial plans and investment solutions to existing clients. You will guide clients through planning tools, maintain strong relationships, and grow their assets with the help of local advisory partners.

Onsite roles and comprehensive training support are provided to ensure success. The role emphasizes proactive client engagement, strong communication, and the ability to translate complex

Qualifications

• FINRA Series 7 & 66 licenses or ability to obtain Series 66 on hire.
• Ability to use Fidelity planning tools and guidance resources.
• Strong interpersonal and consultative selling skills.

Responsibilities

• Develop customized financial plans for clients using Fidelity's tools.
• Engage with existing clients and warm leads to grow relationships.
• Present and implement investment solutions tailored to client needs.
• Grow relationships and refer clients to wealth management partners as appropriate.
• Conduct efficient one-on-one appointments leveraging planning resources.

Skills

FINRA Series 7 & 66 licenses

State registrations

Financial planning discussions

Relationship building

Communication skills

Education

Degree or professional certifications beneficial

Job description

Fidelity is seeking a client-focused Financial Advisor to work in our Investor Center, delivering customized financial plans and investment solutions to existing clients. You will guide clients through planning tools, maintain strong relationships, and grow their assets with the help of local advisory partners.

Onsite roles and comprehensive training support are provided to ensure success. The role emphasizes proactive client engagement, strong communication, and the ability to translate complex