Wealth Management Advisor

Fidelity Investments Inc.; South Bend (IN); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments Inc. is seeking a client-focused financial professional to develop customized financial plans using Fidelity tools and a broad product set. You will engage with existing clients and warm leads to grow relationships with a local advisor, presenting and implementing suitable investment solutions for clients.

You will guide clients through decision-making, leveraging planning resources to create meaningful, long-term financial impact for their futures.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Leverage Fidelity guidance tools to facilitate financial planning discussions and recommend solutions.
• Use technology to prepare for and conduct efficient one-on-one appointments.
• Grow relationships through proactive outreach and referrals to wealth management partners.
• A degree, equivalent experience, or other professional certifications are beneficial (tuition reimbursement for CFP or similar).
• Comprehensive understanding of investment solutions and ability to educate customers on differences.
• Interpersonal skills and ability to grow relationships.
• Take initiative and exceed expectations.
• Outstanding communication and consultative skills in a fast-paced environment.

Responsibilities

• Develop customized financial plans using a wide range of Fidelity products, services, and planning tools.
• Engage with existing clients and warm leads to focus on investment solutions and relationship growth with a local advisor.
• Work with clients to help them make investment decisions in their best interest.
• Present and implement solutions that fit client needs, creating lasting impact on their financial future.

Skills

FINRA Series 7 & 66

Guidance tools

Client relationship growth

Effective communication

One-on-one consultations

Proactive outreach

Sales and advisory skills

Initiative and goal orientation

Education

Degree or equivalent experience

Job description

Fidelity Investments Inc. is seeking a client-focused financial professional to develop customized financial plans using Fidelity tools and a broad product set. You will engage with existing clients and warm leads to grow relationships with a local advisor, presenting and implementing suitable investment solutions for clients.

You will guide clients through decision-making, leveraging planning resources to create meaningful, long-term financial impact for their futures.