Client-Focused Investment Solutions Advisor

Fidelity Investments; South Bend (IN); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments in South Bend, IN is seeking a client-focused financial professional to work in our Investor Center. You will develop customized financial plans utilizing Fidelity’s products, services, and planning tools, guiding clients to make informed investment decisions.

You will engage with existing clients and warm leads, grow relationships with a local advisor, and present solutions that fit each client’s goals.

Qualifications

• FINRA Series 7 & 66 licensed or able to acquire Series 66 on hire.
• Leverage Fidelity’s guidance tools for financial planning discussions.
• Educate customers on investment solutions and their differences.

Responsibilities

• Develop customized financial plans for clients using Fidelity tools.
• Lead one-on-one appointments and follow-up planning with clients.
• Grow relationships by proactively engaging with existing clients and referrals.

Skills

Series 7/66

Financial planning

Client relations

Communication skills

CFP beneficial

Education

Bachelor's degree or equivalent

CFP desirable

Tools

Fidelity guidance tools

Job description

Fidelity Investments in South Bend, IN is seeking a client-focused financial professional to work in our Investor Center. You will develop customized financial plans utilizing Fidelity’s products, services, and planning tools, guiding clients to make informed investment decisions.

You will engage with existing clients and warm leads, grow relationships with a local advisor, and present solutions that fit each client’s goals.