Financial Planning Consultant

Fidelity Investments Inc.; Dayton (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments in Dayton, OH is seeking an Investment Center Advisor to engage with clients face-to-face, provide mentoring and personalized planning, and help expand the firm's client base with trusted guidance.

You will work with an open architecture platform and top resources to deliver outstanding service while applying FINRA licenses to build long-term relationships and growth.

Qualifications

• Proven ability to build relationships, uncover needs and recommend solutions.
• FINRA Series 7 & 66 licensed or able to acquire Series 66 on hire.
• Ability to present complex solutions to a knowledgeable client base.
• Degree or equivalent experience; CFP helpful; tuition reimbursement may assist.
• Ability to introduce clients to different investment strategies and assets.
• Coachable, collaborative and curious mindset.
• Committed to delivering an outstanding customer experience.
• Motivated by results and driving client outcomes.
• Extensive knowledge of investment solutions.

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized planning.
• Expand reach of Fidelity's brand by nurturing existing client relationships.
• Present investment solutions and coordinate with clients to grow assets.

Skills

Relationship building

FINRA Series 7/66

Complex solutions

CFP/degree helpful

Investment strategies

Coachable & collaborative

Customer experience

Results oriented

Investment knowledge

Education

Bachelor's degree or equivalent experience

CFP certification (optional)

Job description

Fidelity Investments in Dayton, OH is seeking an Investment Center Advisor to engage with clients face-to-face, provide mentoring and personalized planning, and help expand the firm's client base with trusted guidance.

You will work with an open architecture platform and top resources to deliver outstanding service while applying FINRA licenses to build long-term relationships and growth.