Investment Solutions Advisor

Fidelity; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity's Investor Center is seeking a client-focused professional to develop customized financial plans for existing clients, using Fidelity's planning tools and products. You will guide clients through investment decisions with sound judgment and industry knowledge, focusing on relationship depth rather than cold outreach.

The role emphasizes on-site collaboration, ongoing licensing requirements, and the chance to work closely with local advisors to grow assets and provide trusted guidance.

Qualifications

• FINRA Series 7 and 66 licenses required or ability to acquire Series 66 upon hire.
• Ability to leverage Fidelity's planning tools to guide client discussions.
• Strong interpersonal and communication skills to grow client relationships.

Responsibilities

• Develop customized financial plans using Fidelity tools for existing clients.
• Engage with warm leads and existing clients to recommend investment solutions.
• Present and implement solutions tailored to client needs to grow relationships.

Skills

FINRA Series 7 & 66

Relationship-building

Communication skills

Planning guidance

Education

Bachelor's degree or equivalent

Job description

Fidelity's Investor Center is seeking a client-focused professional to develop customized financial plans for existing clients, using Fidelity's planning tools and products. You will guide clients through investment decisions with sound judgment and industry knowledge, focusing on relationship depth rather than cold outreach.

The role emphasizes on-site collaboration, ongoing licensing requirements, and the chance to work closely with local advisors to grow assets and provide trusted guidance.