Wealth Advisor: Client-Focused Investment Planning

Fidelity; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity is seeking a financial advisor to work in our Investor Center, focusing on existing clients and warm leads. You will develop tailored financial plans, guide investment decisions, and partner with wealth teammates to deliver solutions that align with client goals.

Leverage Fidelity's planning tools, demonstrate strong communication, and grow client relationships in a fast-paced environment. This onsite role emphasizes compliance and client-first guidance.

Qualifications

• FINRA Series 7 & 66 licenses (or ability to acquire Series 66 on hire).
• Ability to guide planning discussions with Fidelity tools.
• Use technology to prepare for and conduct efficient client meetings.
• Grow client relationships by understanding goals and referring to wealth partners.

Responsibilities

• Develop customized financial plans for clients using Fidelity products and planning tools.
• Engage with existing clients and warm leads to provide investment solutions.
• Present and implement recommendations aligned with client objectives.
• Partner with local advisors to grow relationships and ensure client outcomes.
• Communicate effectively in a fast-paced financial services environment.

Skills

Series 7 & 66

Planning tools

1:1 appointments

Relationship growth

CFP / credentials beneficial

Investment solutions

Communication skills

Proactive initiative

Interpersonal skills

Education

Degree or certification beneficial

Job description

Fidelity is seeking a financial advisor to work in our Investor Center, focusing on existing clients and warm leads. You will develop tailored financial plans, guide investment decisions, and partner with wealth teammates to deliver solutions that align with client goals.

Leverage Fidelity's planning tools, demonstrate strong communication, and grow client relationships in a fast-paced environment. This onsite role emphasizes compliance and client-first guidance.