Client Investment Advisor for Planning & Growth

Fidelity Investments Inc.; Cary (NC); In loco; USD 70.000 - 100.000; Tempo pieno

Descrizione del lavoro

Fidelity Investments Inc. in Cary, NC is seeking a client-focused financial planner to work in our Investor Center.

You will develop customized financial plans using Fidelity's planning tools and serve existing clients and warm leads, guiding investment decisions in their best interests. You will present and implement solutions that align with clients' goals, build lasting relationships, and collaborate with wealth management partners as needed.

Competenze

• FINRA Series 7 and 66 licenses or ability to acquire Series 66 upon hire.
• Utilize Fidelity guidance tools to facilitate planning discussions and recommend solutions.
• Use technology to prepare for efficient one-on-one appointments and follow-up planning.
• Grow relationships through proactive outreach and refer clients to wealth partners as needed.
• A degree or other professional certifications are beneficial; tuition reimbursement may help obtain CFP or equivalent.
• Understand a range of investment solutions and educate clients on differences and values.
• Strong interpersonal skills and ability to grow relationships.
• Take initiative and exceed expectations; communicate effectively in a fast-paced environment.

Conoscenze

Series 7 licensing

Series 66 licensing

Guidance tools usage

Technology for appointments

Relationship growth

Initiative

Communication

Client-focused advisory

Formazione

Bachelor's degree or equivalent

Strumenti

Fidelity guidance tools

Descrizione del lavoro

Fidelity Investments Inc. in Cary, NC is seeking a client-focused financial planner to work in our Investor Center.

You will develop customized financial plans using Fidelity's planning tools and serve existing clients and warm leads, guiding investment decisions in their best interests. You will present and implement solutions that align with clients' goals, build lasting relationships, and collaborate with wealth management partners as needed.