Wealth Advisor: Personalized Investment Planning

Fidelity

United States

On-site

USD 75,000 - 110,000

Full time

3 days ago

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Job summary

Fidelity is seeking a client-focused financial planning professional to work directly with existing clients in an Investor Center. You will develop customized financial plans and present investment solutions using Fidelity's planning tools to help clients achieve their long-term goals.

The role emphasizes relationship growth with a local advisor and proactive outreach in a fast-paced environment. You will leverage licenses or pursue Series 66 upon hire, join a team with comprehensive training,

Qualifications

FINRA licenses or ability to acquire Series 66 upon hire.
Ability to use Fidelity's planning tools to guide discussions and recommend solutions.
Strong interpersonal and communication skills with a client-focused mindset.
Experience advising existing clients and growing relationships is preferred.

Responsibilities

Engage with existing clients and warm leads to develop customized financial plans.
Present investment solutions and guidance that align with client goals.
Grow and sustain relationships through proactive outreach and collaboration with a local advisor.
Use technology to prepare efficiently for one-on-one appointments and follow-up planning.