Relationship‑Focused Financial Planner

Fidelity Investments Inc.; West Hartford (CT); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Training in-branch and regionally

Support for professional growth

Job summary

Fidelity Investments in West Hartford, CT, seeks a Financial Consultant to engage clients face-to-face, provide guidance and tailored financial planning, and grow an existing client base. You will work within an open-architecture platform with strong resources to support client needs and professional growth.

The role emphasizes relationship building, presenting complex investment solutions, and delivering an exceptional client experience while adhering to regulatory requirements.

Qualifications

• Experience building relationships, uncovering client needs and recommending solutions.
• FINRA Series 7 & 66 licenses or ability to acquire Series 66 on hire.
• CFP or degree is helpful; tuition reimbursement may assist obtaining one.

Responsibilities

• Engage face‑to‑face with customers, offering guidance and personalized planning.
• Extend the firm’s brand through relationship growth with an existing client base.
• Present complex solutions to knowledgeable clients while building rapport.

Skills

Relationship building

Needs assessment

Complex financial planning

Client-centric communication

Education

Degree or CFP

Tools

FINRA Series 7/66

Job description

Fidelity Investments in West Hartford, CT, seeks a Financial Consultant to engage clients face-to-face, provide guidance and tailored financial planning, and grow an existing client base. You will work within an open-architecture platform with strong resources to support client needs and professional growth.

The role emphasizes relationship building, presenting complex investment solutions, and delivering an exceptional client experience while adhering to regulatory requirements.