Senior Wealth Advisor — Retirement & HNW Planning

Fidelity Investments Inc.; Westlake (TX); On-site; USD 80,000 - 180,000; Full time

Benefits offered by this job

Tuition Reimbursement

Job summary

Fidelity Investments in Texas seeks a client-focused financial professional to guide wealth management and retirement planning for an existing client base. You will provide investment solutions and leverage an open architecture platform to deepen relationships and drive acquisition.

You will mentor clients, educate them about available technology for monitoring investments, and coordinate with partners to deliver tailored, comprehensive financial guidance in a fast-paced Investor Center.

Qualifications

• FINRA Series 7 & 63 required prior to hire.
• Series 65 and/or 66 and state registrations required within 3 months of hire.
• Experience with High Net Worth clients.
• A CFP is preferred; Tuition Reimbursement can help you obtain it.

Responsibilities

• Nurture relationships with an existing client base and provide investment solutions.
• Help expand the acquisition of new customers.
• Educate customers on technology and channels to monitor and manage investments.
• Collaborate with partners to craft an unsurpassed client experience and meet broad investment needs.

Skills

FINRA Series 7

FINRA Series 63

Series 65/66

CFP preferred

High Net Worth clients

Tuition Reimbursement

Job description

Fidelity Investments in Texas seeks a client-focused financial professional to guide wealth management and retirement planning for an existing client base. You will provide investment solutions and leverage an open architecture platform to deepen relationships and drive acquisition.

You will mentor clients, educate them about available technology for monitoring investments, and coordinate with partners to deliver tailored, comprehensive financial guidance in a fast-paced Investor Center.