Wealth Advisor: Client‑Focused Financial Planning

Fidelity Investments; Johnson City (TN); On-site; USD 70,000 - 95,000; Full time

Job summary

Fidelity Investments in the United States seeks an advisor in our Investor Center to mentor clients, deliver personalized planning, and expand the firm’s reach by leveraging an existing client base.

You will work face-to-face with clients to present investment strategies, provide tailored guidance, and develop long-term relationships with a focus on service excellence. Fidelity supports growth with training, resources, and an on-site model across regions.

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 on hire.
• Ability to present complex investment solutions to a knowledgeable client base.
• Degree or equivalent experience; CFP or degree is helpful; tuition reimbursement available.
• Ability to introduce clients to different investment strategies and gather assets.
• Coachable, collaborative, curious, and committed to outstanding customer experience.

Skills

Relationship building

FINRA Series 7 & 66 licensed

Presenting complex solutions

Client-centered discussions

Coachable and collaborative

Results-driven

Investment solutions knowledge

Education

Bachelor's degree or equivalent

CFP certification or degree desired

Tuition Reimbursement awareness

Job description

Fidelity Investments in the United States seeks an advisor in our Investor Center to mentor clients, deliver personalized planning, and expand the firm’s reach by leveraging an existing client base.

You will work face-to-face with clients to present investment strategies, provide tailored guidance, and develop long-term relationships with a focus on service excellence. Fidelity supports growth with training, resources, and an on-site model across regions.