Wealth Advisor & Client Growth Specialist

Fidelity; EE. UU.; Presencial; USD 60.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Tuition Reimbursement

Descripción de la vacante

Fidelity is seeking professionals to engage face-to-face with clients, offering mentorship and personalized planning while expanding our trusted client base. You will leverage an open architecture platform and strong resources to deliver tailored investment guidance.

The role emphasizes relationship building, consultative selling, and ongoing client education, with tuition reimbursement to support CFP or degree advancement and a path toward long-term success in a high-touch advisory environment.

Formación

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Degree or equivalent experience and/or other professional certifications are helpful; Tuition Reimbursement can help acquire CFP or degree.
• Ability to introduce clients to different investment strategies and bring in additional client assets.

Responsabilidades

• Engage face-to-face with clients, providing mentorship and personalized planning.
• Expand relationships with an existing client base and institutional feeders of business.
• Present investment strategies and suitable solutions to clients with credibility and care.
• Maintain high standards of customer experience and compliance with regulatory requirements.

Conocimientos

Relationship building

FINRA Series 7/66

Consultative selling

Coachable

Client focus

Investment knowledge

Motivated by results

Educación

Bachelor's degree or equivalent

CFP desirable

Descripción del empleo

Fidelity is seeking professionals to engage face-to-face with clients, offering mentorship and personalized planning while expanding our trusted client base. You will leverage an open architecture platform and strong resources to deliver tailored investment guidance.

The role emphasizes relationship building, consultative selling, and ongoing client education, with tuition reimbursement to support CFP or degree advancement and a path toward long-term success in a high-touch advisory environment.