Financial Consultant: Client-Focused Wealth Planner

Fidelity Investments Inc.; Center Valley (Lehigh County); On-site; USD 65,000 - 105,000; Full time

Job summary

Fidelity Investments Inc. in Center Valley, PA is seeking a dynamic financial professional to engage face-to-face with clients in our Investor Center, mentor them, and provide personalized planning.

You will help expand the firm's reach with an existing client base and collaborate with a strong support network. The role requires FINRA Series 7 and 66 licenses (or ability to obtain) and a proven ability to communicate complex investment solutions clearly.

Qualifications

• Bachelor's degree or equivalent experience; CFP or degree helpful
• FINRA licenses Series 7 & 66 or ability to obtain on hire
• Experience presenting investment strategies to clients
• Commitment to delivering outstanding customer experience
• Ability to build and expand client relationships and cross-sell assets

Skills

Relationship building

FINRA Series 7 & 66

Complex solutions presentation

Investment knowledge

Client-centric service

Motivated and proactive

Coachable and collaborative

Financial planning guidance

Education

Bachelor's degree or equivalent experience

Job description

Fidelity Investments Inc. in Center Valley, PA is seeking a dynamic financial professional to engage face-to-face with clients in our Investor Center, mentor them, and provide personalized planning.

You will help expand the firm's reach with an existing client base and collaborate with a strong support network. The role requires FINRA Series 7 and 66 licenses (or ability to obtain) and a proven ability to communicate complex investment solutions clearly.