Wealth Advisor: Client-Focused Investment Solutions

Fidelity Investments Inc.; Albuquerque (NM); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Investments Inc. is seeking a client-focused Financial Advisor in our Investor Center to develop customized financial plans and guide clients through investment choices using Fidelity’s planning tools.

You will work with existing clients and warm leads to grow relationships, present solutions, and coordinate with wealth management partners to address client goals and financial complexity in a fast-paced environment.

Qualifications

• FINRA licenses (Series 7 & 66) or ability to obtain Series 66.
• Ability to guide financial planning discussions using Fidelity tools.
• Strong communication and relationship-building skills.

Responsibilities

• Develop customized financial plans using Fidelity’s products and planning tools.
• Engage with existing clients and warm leads to grow relationships.
• Present and implement investment solutions aligned with client needs.
• Conduct one-on-one appointments and follow-up planning efficiently.

Skills

FINRA Series 7

FINRA Series 66

State registrations

Guidance tools

One-on-one appointments

Relationship growth

CFP or equivalent

Education

Bachelor’s degree or equivalent

Tools

Fidelity planning tools

Job description

Fidelity Investments Inc. is seeking a client-focused Financial Advisor in our Investor Center to develop customized financial plans and guide clients through investment choices using Fidelity’s planning tools.

You will work with existing clients and warm leads to grow relationships, present solutions, and coordinate with wealth management partners to address client goals and financial complexity in a fast-paced environment.