Wealth Management Advisor for High-Net-Worth Clients

Fidelity Investments; Spring (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Fidelity Investments in the United States seeks a results-driven financial advisor to deepen client relationships, guide wealth management strategies and expand client assets. You will work with an open architecture platform and top resources to deliver personalized investment solutions.

The role requires FINRA licenses (Series 7 & 63; Series 65/66 within 3 months) and experience with high-net-worth clients; CFP is preferred, with tuition reimbursement available to pursue it.

Qualifications

• FINRA Series 7 & 63 required prior to hire.
• Series 65 and/or 66 and state registrations required within 3 months of hire.
• Experience with High Net Worth clients.
• A CFP is preferred; tuition reimbursement available to obtain it.

Responsibilities

• Provide investment guidance and solutions to existing clients.
• Build relationships with clients and expand assets under management.
• Mentor clients on wealth management and retirement planning strategies.

Skills

Financial markets knowledge

Client relationship

Investment products knowledge

Complex financial planning

Job description

Fidelity Investments in the United States seeks a results-driven financial advisor to deepen client relationships, guide wealth management strategies and expand client assets. You will work with an open architecture platform and top resources to deliver personalized investment solutions.

The role requires FINRA licenses (Series 7 & 63; Series 65/66 within 3 months) and experience with high-net-worth clients; CFP is preferred, with tuition reimbursement available to pursue it.