Financial Consultant: Client Planning & Growth

Fidelity Investments; North Las Vegas (NV); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Tuition reimbursement program

In-branch/onsite training

Job summary

Fidelity Investments is seeking a client-facing professional to mentor clients in our Investor Center and deliver personalized financial planning. You will leverage an open architecture platform and an established client base to grow assets and deepen relationships.

Ideal candidates bring FINRA licenses (Series 7/66) or willingness to obtain them, plus a degree or equivalent experience. Training, compensation, and a path to long-term client success are provided.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
• Degree or equivalent experience; CFP or degree helpful; tuition reimbursement program available
• Ability to present complex investment solutions to a knowledgeable client base and build trust
• Strong client relationship skills and a proactive, client-centered approach
• Commitment to exceptional customer experience and long-term client success

Responsibilities

• Engage face-to-face with clients in the Investor Center.
• Provide mentorship and personalized financial planning.
• Present investment solutions and expand client assets.
• Build relationships to expand the firm’s brand and reach.

Skills

Relationship building

Needs assessment

Client communication

Mentorship

Industry knowledge

Motivation & initiative

Customer experience

Education

Bachelor’s degree or equivalent

CFP certification (helpful)

Tools

FINRA Series 7

FINRA Series 66

Job description

Fidelity Investments is seeking a client-facing professional to mentor clients in our Investor Center and deliver personalized financial planning. You will leverage an open architecture platform and an established client base to grow assets and deepen relationships.

Ideal candidates bring FINRA licenses (Series 7/66) or willingness to obtain them, plus a degree or equivalent experience. Training, compensation, and a path to long-term client success are provided.