Wealth Planning Advisor

Habitat For Humanity Of Durham; Cary (NC); In loco; USD 70.000 - 100.000; Tempo pieno

Descrizione del lavoro

Fidelity's Investor Center role focuses on developing customized financial plans for existing clients, using a broad suite of products and planning tools to align solutions with client goals.

You will work with clients in a one-on-one setting, present and implement investment solutions, and grow relationships through proactive outreach, while leveraging guidance resources and staying compliant with FINRA requirements.

Competenze

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 on hire.
• Ability to use Fidelity planning tools to guide discussions with clients.
• Strong communication and consultative skills for client engagements.
• Experience in financial services and building client relationships.
• CFP or related certifications beneficial for growth and development.

Mansioni

• Develop customized financial plans using a broad range of products and planning tools.
• Engage with existing clients and warm leads to provide investment solutions.
• Present and implement tailored investment solutions for clients.
• Grow client relationships through proactive outreach and coordinated guidance.

Conoscenze

Series 7/66 license

Financial planning

Client relationship management

CFP path support

Excellent communication

Formazione

Bachelor's degree or equivalent

Descrizione del lavoro

Fidelity's Investor Center role focuses on developing customized financial plans for existing clients, using a broad suite of products and planning tools to align solutions with client goals.

You will work with clients in a one-on-one setting, present and implement investment solutions, and grow relationships through proactive outreach, while leveraging guidance resources and staying compliant with FINRA requirements.