Wealth Advisor: Client-Focused Investment Planning

Fidelity Investments Inc.; Austin (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

Fidelity Investments Inc. seeks a client-focused professional to work in our Investor Center, developing customized financial plans using Fidelity tools and investment products.

You will engage with existing clients and warm leads, guiding them toward suitable solutions and growing relationships with a local advisor. The role requires FINRA Series 7 & 66 licenses (or ability to obtain Series 66), state registrations, and strong communication and consultative skills.

Qualifications

• FINRA Series 7 & 66 licensed and/or state registrations.
• Ability to acquire Series 66 upon hire.
• Ability to leverage Fidelity guidance tools for financial planning discussions.
• Proactive outreach to grow client relationships with Wealth partners.

Responsibilities

• Develop customized financial plans using Fidelity tools.
• Engage with existing clients and warm leads to provide investment solutions.
• Present and implement suitable investment strategies for clients.
• Use technology to prepare for efficient one-on-one appointments and follow-up planning.
• Grow relationships by understanding client goals and referring to wealth management partners.

Skills

FINRA Series 7 & 66

State registrations

Series 66 on hire

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments Inc. seeks a client-focused professional to work in our Investor Center, developing customized financial plans using Fidelity tools and investment products.

You will engage with existing clients and warm leads, guiding them toward suitable solutions and growing relationships with a local advisor. The role requires FINRA Series 7 & 66 licenses (or ability to obtain Series 66), state registrations, and strong communication and consultative skills.