Investment Planner & Client Relationships Expert

Fidelity Investments; Huntersville (NC); On-site; USD 75,000 - 110,000; Full time

Job summary

Fidelity Investments seeks a client‑facing financial professional to develop customized financial plans for existing clients using Fidelity planning tools. You will engage with warm leads, focus on investment solutions, and grow client relationships with a dedicated local advisor.

Requirements include FINRA licensing (Series 7 & 66) or ability to acquire Series 66 on hire, and a degree or CFP is helpful. This is an in‑person, branch‑based role with tuition reimbursement opportunities.

Qualifications

• FINRA licensing (Series 7 & 66) and state registrations guidance.
• Ability to use Fidelity guidance tools for planning discussions.
• Bachelor's degree or CFP considered; Tuition Reimbursement available.

Responsibilities

• Develop customized financial plans for existing clients.
• Engage with warm leads and manage client relationships.
• Present investment solutions and coordinate with wealth partners.

Skills

FINRA licensing

Relationship building

Financial planning

Education

CFP or degree helpful

Job description

Fidelity Investments seeks a client‑facing financial professional to develop customized financial plans for existing clients using Fidelity planning tools. You will engage with warm leads, focus on investment solutions, and grow client relationships with a dedicated local advisor.

Requirements include FINRA licensing (Series 7 & 66) or ability to acquire Series 66 on hire, and a degree or CFP is helpful. This is an in‑person, branch‑based role with tuition reimbursement opportunities.