Investment Consultant: Build Wealth & Client Relationships

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments in Raleigh is seeking an experienced financial professional to develop customized financial plans for existing clients, leveraging planning tools to present investment solutions. You will focus on growing relationships with dedicated local advisors, guiding clients to make informed decisions in their best interest.

The role emphasizes leveraging FINRA-licensed guidance tools, engaging with clients, and collaborating with wealth management partners to tailor solutions in a

Qualifications

• FINRA Series 7 & 66 licenses or ability to acquire Series 66 upon hire.
• Strong client relationship and consultative sales skills.
• Ability to use planning tools to discuss investment solutions.
• Excellent communication in a fast-paced environment.

Responsibilities

• Develop personalized financial plans for existing clients.
• Present and implement investment solutions using Fidelity tools.
• Engage with clients and warm leads to grow relationships.
• Collaborate with wealth management partners as needed.

Skills

FINRA licensing

Relationship building

Consultative selling

Client advisory support

Education

Degree or professional certification beneficial

Tools

Finra guidance tools

Financial planning tools

Job description

Fidelity Investments in Raleigh is seeking an experienced financial professional to develop customized financial plans for existing clients, leveraging planning tools to present investment solutions. You will focus on growing relationships with dedicated local advisors, guiding clients to make informed decisions in their best interest.

The role emphasizes leveraging FINRA-licensed guidance tools, engaging with clients, and collaborating with wealth management partners to tailor solutions in a