Financial Consultant: Client-Centric Planner

Fidelity Investments; Beachwood (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments in Beachwood, OH, is seeking a Financial Consultant to deepen client relationships and deliver advanced planning. You will engage clients face-to-face, guide them on investment strategies, and leverage an open architecture platform to grow assets.

Ideal candidates will have experience building relationships, FINRA licenses (or ability to acquire Series 66), and a passion for retirement planning with strong client service skills. Onsite roles with robust training are offered.

Qualifications

• Proven ability to build relationships, uncover needs and recommend solutions.
• FINRA Series 7 & 66 licensed or able to acquire Series 66 upon hire.
• Ability to present complex investment solutions to knowledgeable clients.

Responsibilities

• Engage face-to-face with customers, offering guidance and personalized planning.
• Nurture relationships with an existing client base and expanding assets.
• Represent Fidelity with an open-architecture product platform and strong resources.
• Deliver outstanding customer experience and drive retirement planning outcomes.

Skills

Previous success in building client关系

FINRA Series 7 & 66 licensed

Present complex solutions clearly

Tuition Reimbursement for CFP/degree

Education

Degree or professional certifications ( CFP encouraged )

Job description

Fidelity Investments in Beachwood, OH, is seeking a Financial Consultant to deepen client relationships and deliver advanced planning. You will engage clients face-to-face, guide them on investment strategies, and leverage an open architecture platform to grow assets.

Ideal candidates will have experience building relationships, FINRA licenses (or ability to acquire Series 66), and a passion for retirement planning with strong client service skills. Onsite roles with robust training are offered.