Strategic Financial Advisor & Client Growth Specialist

Fidelity Investments Inc.; Beavercreek (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments Inc. is seeking a client-facing role in our Investor Center. You will mentor clients and provide personalized planning while expanding the reach of Fidelity's brand to an existing client base.

A strong training program and resources support professional growth and long-term success. The role focuses on delivering exceptional customer experiences, building relationships, and presenting tailored investment strategies to clients, with on-site work modeled in Fidelity’s

Qualifications

• Proven success in building client relationships and uncovering needs.
• Licensed FINRA Series 7 and 66 or ability to acquire on hire; state registrations.
• Ability to present complex investment solutions to a knowledgeable client base.
• CFP or degree is helpful; Tuition Reimbursement may assist in obtaining one.

Responsibilities

• Engage clients face-to-face, providing mentorship and personalized financial planning.
• Grow assets by presenting investment strategies to an existing client base.
• Collaborate with colleagues to deliver outstanding customer experience.

Skills

Relationship building

FINRA Series 7 & 66

Present complex solutions

CFP or degree helpful

Investment strategies

Coachable & collaborative

Customer experience

Results driven

Investment knowledge

Education

CFP certification (helpful)

Job description

Fidelity Investments Inc. is seeking a client-facing role in our Investor Center. You will mentor clients and provide personalized planning while expanding the reach of Fidelity's brand to an existing client base.

A strong training program and resources support professional growth and long-term success. The role focuses on delivering exceptional customer experiences, building relationships, and presenting tailored investment strategies to clients, with on-site work modeled in Fidelity’s