Client Investment Advisor & Financial Planner

Fidelity Investments Inc.; Spring (TX); In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Fidelity Investments Inc. in Spring, TX is seeking a client-focused financial professional to develop customized financial plans for existing clients within our Investor Center. You will utilize Fidelity’s planning tools to guide investment decisions and grow relationships with a dedicated local advisor.

You will engage with clients to present and implement solutions aligned with their goals, while leveraging planning resources and strong communication to deliver lasting financial outcomes.

Competenze

• FINRA Series 7 and 66 licenses or ability to obtain Series 66 upon hire.
• Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions.
• Use technology to prepare for and conduct efficient one-on-one appointments.
• Grow client relationships through proactive outreach and referrals.
• A degree or professional certifications are beneficial (CFP encouraged).
• Understand investment solutions and educate customers on differences.

Mansioni

• Engage with existing clients and warm leads to provide investment solutions.
• Develop customized financial plans using Fidelity’s tools.
• Present and implement client-focused investment strategies.
• Grow relationships with clients and the local advisor team.
• Conduct efficient one-on-one appointments with technology and follow-up planning.

Conoscenze

FINRA Series 7 licenses

Series 66 on hire

Financial planning

Client relationship

Appointments

Communication

Formazione

Bachelor's degree or equivalent

CFP certification beneficial

Strumenti

Fidelity planning tools

FINRA systems

Descrizione del lavoro

Fidelity Investments Inc. in Spring, TX is seeking a client-focused financial professional to develop customized financial plans for existing clients within our Investor Center. You will utilize Fidelity’s planning tools to guide investment decisions and grow relationships with a dedicated local advisor.

You will engage with clients to present and implement solutions aligned with their goals, while leveraging planning resources and strong communication to deliver lasting financial outcomes.