Wealth Planner: Deep Client Relationships & Complex Plans

Fidelity Investments; West Hartford (CT); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

In-branch training

Regional/National/Virtual training

Job summary

Fidelity Investments in West Hartford, CT seeks a Financial Consultant to deepen client relationships, provide personalized financial planning, and extend the firm’s reach with an existing client base. The role emphasizes face-to-face engagement, sophisticated planning, and a proactive, client-centered approach.

Candidates should have strong relationship-building skills, knowledge of investment solutions, and FINRA licenses (Series 7 & 66) or the ability to obtain Series 66 on hire.

Qualifications

• FINRA licenses: Series 7 & 66 or ability to obtain Series 66 on hire.
• Strong relationship-building with needs-based advisory.
• Proactive, coachable, collaborative, and client-focused.

Responsibilities

• Engage face-to-face with clients, offering guidance and planning.
• Present complex investment solutions and grow client assets.
• Build trust and deepen relationships to support retirement goals.
• Support onboarding and ongoing client education.

Skills

Relationship building

Client advisory

Investment knowledge

Communication

Coaching mindset

Education

CFP certification

Bachelor's degree

Job description

Fidelity Investments in West Hartford, CT seeks a Financial Consultant to deepen client relationships, provide personalized financial planning, and extend the firm’s reach with an existing client base. The role emphasizes face-to-face engagement, sophisticated planning, and a proactive, client-centered approach.

Candidates should have strong relationship-building skills, knowledge of investment solutions, and FINRA licenses (Series 7 & 66) or the ability to obtain Series 66 on hire.