Wealth Advisor: Investment Planning & Client Growth

Fidelity Investments; Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments in Phoenix recruits for a client-focused financial planning role within our Investor Center. You will work with existing clients and warm leads to develop customized investment plans, leveraging Fidelity’s planning tools and guidance resources to recommend suitable solutions.

You will help clients make informed investment decisions, grow relationships with a dedicated local advisor, and participate in an onsite working model with comprehensive training and onboarding support.

Qualifications

• FINRA Series 7 & 66 license or ability to acquire Series 66 upon hire.
• Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs.
• Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning.
• Grow relationships through proactive outreach, seeking to understand clients’ goals and referring them to wealth management partners based on needs and financial complexity.
• A degree, equivalent experience, or other professional certifications are beneficial (tuition reimbursement for CFP, degree, or equivalent credential).
• Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each.

Responsibilities

• Develop customized financial plans for existing clients and warm leads.
• Present and implement investment solutions that align with client needs and goals.
• Guide clients through Fidelity’s planning resources to support informed decisions.
• Build lasting relationships with clients and their dedicated local advisor.

Skills

FINRA Series 7 & 66 licensing

Financial planning discussions

Client relationship skills

Effective communication

Education

FINRA Series 7 & 66 license

CFP certification beneficial

Job description

Fidelity Investments in Phoenix recruits for a client-focused financial planning role within our Investor Center. You will work with existing clients and warm leads to develop customized investment plans, leveraging Fidelity’s planning tools and guidance resources to recommend suitable solutions.

You will help clients make informed investment decisions, grow relationships with a dedicated local advisor, and participate in an onsite working model with comprehensive training and onboarding support.