Investment Advisor: Client Growth & Planning

Fidelity Investments Inc.; Knoxville (TN); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Investments Inc. in Knoxville is seeking a client-focused professional for our Investor Center to mentor clients and deliver personalized financial planning while helping expand the firm’s brand.

You will join a team with an open architecture platform and robust resources to support long-term client relationships. Role requires FINRA Series 7/66 licensing (or ability to obtain Series 66), strong relationship-building skills, and the ability to explain investment strategies to

Qualifications

• FINRA Series 7/66 licensed or ability to obtain Series 66.
• Proven ability to build relationships and uncover client needs.
• Degree or equivalent experience; CFP or degree helpful.
• Ability to present complex investment strategies to clients.
• Tuition reimbursement program to help acquire CFP or degree.
• Committed to delivering outstanding customer service.
• Motivated by results and driving client outcomes.

Responsibilities

• Engage face-to-face with clients in the Investor Center.
• Provide mentorship and personalized financial planning.
• Expand Fidelity's brand by growing the existing client base.
• Collaborate with team to support client needs and opportunities.

Skills

Relationship building

FINRA Series 7/66 licenses

Complex solutions presentation

Investment strategies guidance

Customer experience focus

Results-driven

Collaborative

Coachable

Curious

Investment knowledge

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments Inc. in Knoxville is seeking a client-focused professional for our Investor Center to mentor clients and deliver personalized financial planning while helping expand the firm’s brand.

You will join a team with an open architecture platform and robust resources to support long-term client relationships. Role requires FINRA Series 7/66 licensing (or ability to obtain Series 66), strong relationship-building skills, and the ability to explain investment strategies to