Onsite Financial Consultant & Client Growth Advisor

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments is seeking a Financial Consultant in Raleigh, NC. You will engage with clients face-to-face in our Investor Center, providing mentorship and personalized planning while expanding the firm’s reach.

You will leverage an open architecture product platform, nurture relationships with an existing client base, and present complex investment strategies to a knowledgeable audience. This onsite role supports growth and client service excellence.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed and hold appropriate registrations, or ability to acquire Series 66 upon hire.
• Ability to present complex investment solutions to a knowledgeable client base while building rapport.
• Degree or equivalent experience; CFP or degree can be pursued via Tuition Reimbursement.

Responsibilities

• Engage face-to-face with clients in the Investor Center, providing mentorship and personalized planning.
• Help expand the firm’s brand and nurture relationships with an existing client base.
• Present strategies and investment solutions, guiding clients through decisions.
• Collaborate with teams to deliver outstanding client service and growth.

Skills

Relationship building

Client engagement

Needs assessment

Presentation skills

Communication

Collaboration

Education

Degree or equivalent experience

Tools

FINRA Series 7

FINRA Series 66

State registrations

Job description

Fidelity Investments is seeking a Financial Consultant in Raleigh, NC. You will engage with clients face-to-face in our Investor Center, providing mentorship and personalized planning while expanding the firm’s reach.

You will leverage an open architecture product platform, nurture relationships with an existing client base, and present complex investment strategies to a knowledgeable audience. This onsite role supports growth and client service excellence.