Investment Solutions Advisor - Grow Client Wealth

Fidelity; United States; In loco; USD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

Fidelity's Investor Center is seeking a financial advisor to develop customized financial plans and guide clients through investment decisions using Fidelity's planning tools. You will focus on servicing existing clients and warm leads, building trusted relationships with a dedicated local advisor.

With Series 7/66 licenses or ability to obtain Series 66, you will present solutions, educate clients on investment options, and grow assets through proactive outreach.

Competenze

• FINRA Series 7 and 66 licenses or ability to acquire Series 66 upon hire.
• Ability to guide financial planning discussions using Fidelity tools.
• Strong interpersonal and communication skills to grow client relationships.
• Degree or professional certifications beneficial (CFP, etc.).

Mansioni

• Develop customized financial plans utilizing Fidelity's tools and guidance resources.
• Engage with existing clients and warm leads to provide investment solutions.
• Present and implement solutions aligned with client needs to grow relationships.
• Use planning resources to educate clients and facilitate informed decisions.

Conoscenze

Series 7 & 66

Relationship building

Financial planning tools

One-on-one meetings

CFP path

Investment knowledge

Communication skills

Proactive outreach

Formazione

Bachelor’s degree or equivalent

CFP beneficial

Descrizione del lavoro

Fidelity's Investor Center is seeking a financial advisor to develop customized financial plans and guide clients through investment decisions using Fidelity's planning tools. You will focus on servicing existing clients and warm leads, building trusted relationships with a dedicated local advisor.

With Series 7/66 licenses or ability to obtain Series 66, you will present solutions, educate clients on investment options, and grow assets through proactive outreach.