In-Person Financial Advisor: Client Growth

Fidelity Investments Inc.; Charlotte (NC); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Tuition reimbursement

Training and development

Job summary

Fidelity Investments in Charlotte, NC seeks a client-focused advisor to work in our Investor Center. You will engage face-to-face with clients, provide mentorship and personalized planning, and help expand the firm's brand through trusted relationships.

You will leverage an open architecture product platform, access top resources in the financial industry, and be supported by training and a clear path for growth within Fidelity. A strong commitment to outstanding service is essential.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
• Present complex investment solutions to a knowledgeable client base while building rapport
• Degree or equivalent experience; CFP or degree helpful via Tuition Reimbursement
• Introduce clients to different investment strategies and invest assets
• Coachable, collaborative, and curious
• Committed to outstanding customer experience
• Motivated by results and exceeding expectations
• Extensive knowledge of investment solutions

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized financial planning.
• Grow the client base through relationships and service excellence.
• Deliver outstanding customer experience and clear guidance on investments.
• Collaborate with team and leverage Fidelity resources to serve clients.

Skills

Relationship building

Financial advisory

Client consultation

Communication

Sales skills

Results-driven

Team player

Customer service

Investment knowledge

Education

Degree or equivalent experience

CFP or related certification (nice to have)

Tools

FINRA Series 7

FINRA Series 66

Job description

Fidelity Investments in Charlotte, NC seeks a client-focused advisor to work in our Investor Center. You will engage face-to-face with clients, provide mentorship and personalized planning, and help expand the firm's brand through trusted relationships.

You will leverage an open architecture product platform, access top resources in the financial industry, and be supported by training and a clear path for growth within Fidelity. A strong commitment to outstanding service is essential.