Financial Consultant: Client-Centered Wealth Planning

Fidelity Investments; Coyote Springs (NV); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments is seeking a client-focused advisor to mentor investors in person, helping tailor financial plans and expand the client base. You will work with an established client network and leverage an open architecture platform to deliver personalized recommendations.

The role requires FINRA licenses (Series 7 & 66) or ability to obtain them, a degree or equivalent experience, and a proactive, client-centered mindset to drive growth and client satisfaction.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Degree or equivalent experience and/or CFP or other certifications; tuition reimbursement to aid certification.
• Ability to introduce clients to different investment strategies and consolidate client assets through discussions.

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized planning.
• Expand the firm’s brand reach and nurture relationships with an existing client base.
• Present complex investment solutions to clients with credibility and clarity.
• Collaborate with team members to deliver exceptional client experiences and advice.

Skills

Relationship building

Needs assessment

Client communication

Investment knowledge

FINRA Series 7 & 66

Licensing readiness

Client mentorship

Proactive problem solving

Results orientation

Industry compliance

Education

Bachelor's degree or equivalent experience

Tools

FINRA licensing process

Job description

Fidelity Investments is seeking a client-focused advisor to mentor investors in person, helping tailor financial plans and expand the client base. You will work with an established client network and leverage an open architecture platform to deliver personalized recommendations.

The role requires FINRA licenses (Series 7 & 66) or ability to obtain them, a degree or equivalent experience, and a proactive, client-centered mindset to drive growth and client satisfaction.