Wealth Advisor - Client Relationships & Growth

Fidelity Investments; Las Vegas (NV); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Tuition Reimbursement

Onsite training

Job summary

Fidelity Investments is seeking a client-focused professional to work in our Investor Center, engaging face-to-face with clients to provide mentorship and personalized financial planning. Leverage an existing client base and open architecture tools to broaden the firm's reach while delivering exceptional service.

You will build relationships, present investment solutions, and adhere to FINRA guidelines as you grow with Fidelity through training and onsite collaboration.

Qualifications

• Proven success in building relationships and uncovering client needs.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 on hire.
• Ability to explain complex investment solutions to clients.
• Degree or equivalent experience; CFP or degree is a plus.
• Willingness to participate in Tuition Reimbursement program to advance credentials.
• Customer-focused, with strong communication and listening skills.
• Team-oriented, coachable and curious in approach.
• Committed to delivering outstanding client experiences with initiative.

Responsibilities

• Engage face-to-face with clients, providing mentorship and planning.
• Expand Fidelity's reach by nurturing relationships with an existing client base.
• Present investment solutions and coordinate with specialists as needed.
• Ensure compliance with FINRA and other regulatory requirements.
• Participate in onboarding and ongoing training to support career growth.

Skills

Relationship building

FINRA Series 7/66 licensed

Complex solutions presentation

CFP/degree encouraged

Investment strategy guidance

Coachable/collaborative

Customer experience focus

Results oriented

Investment knowledge

Education

College degree or equivalent experience

Job description

Fidelity Investments is seeking a client-focused professional to work in our Investor Center, engaging face-to-face with clients to provide mentorship and personalized financial planning. Leverage an existing client base and open architecture tools to broaden the firm's reach while delivering exceptional service.

You will build relationships, present investment solutions, and adhere to FINRA guidelines as you grow with Fidelity through training and onsite collaboration.