Investment Consultant & Wealth Planning Specialist

Fidelity Investments Inc.; Albuquerque (NM); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. in Albuquerque seeks a financial professional to develop customized financial plans for existing clients in our Investor Center. You will use Fidelity’s planning tools to present investment solutions tailored to each client’s goals.

You will nurture relationships, conduct one-on-one advisory meetings, and coordinate with wealth management partners as appropriate. A FINRA license set is required or can be acquired on hire, with education benefits toward CFP goals.

Qualifications

• FINRA registrations or ability to obtain Series 66 on hire.
• Ability to use Fidelity guidance tools for planning discussions.
• Strong communication and consultative skills for client meetings.

Responsibilities

• Develop customized financial plans using Fidelity tools and product offerings.
• Engage with existing clients and warm leads to grow relationships.
• Present and implement investment solutions aligned with client goals.
• Coordinate with wealth management partners as needed.

Skills

FINRA Series 7 & 66

Client relationship building

Financial planning discussions

Appointment preparation with planning

Education

Bachelor's degree or equivalent

CFP certification (beneficial)

Job description

Fidelity Investments Inc. in Albuquerque seeks a financial professional to develop customized financial plans for existing clients in our Investor Center. You will use Fidelity’s planning tools to present investment solutions tailored to each client’s goals.

You will nurture relationships, conduct one-on-one advisory meetings, and coordinate with wealth management partners as appropriate. A FINRA license set is required or can be acquired on hire, with education benefits toward CFP goals.