Wealth Planning Advisor

Fidelity; United States; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

On-site work model

Job summary

Fidelity Investments in the Investor Center team develops customized financial plans using Fidelity's planning tools to guide clients toward suitable investments. You will work with existing clients and warm leads, focusing on delivering investment solutions and growing relationships with a local advisor.

Excellent communication and consultative skills help you navigate a fast-paced environment. Role emphasizes on-site engagement with clients, leveraging planning resources, and educating clients

Qualifications

• FINRA Series 7 & 66 licensed or able to obtain Series 66 on hire
• Ability to use Fidelity planning tools in client discussions
• Strong communication and consultative skills in a fast-paced environment

Responsibilities

• Develop customized financial plans for existing clients
• Conduct one-on-one appointments and follow-up
• Grow client relationships with local advisor referrals
• Educate clients on investment solutions and Fidelity tools

Skills

FINRA Series 7

FINRA Series 66

Relationship building

Financial planning

Communication skills

Professional certifications

Education

Degree or equivalent

CFP credential

Job description

Fidelity Investments in the Investor Center team develops customized financial plans using Fidelity's planning tools to guide clients toward suitable investments. You will work with existing clients and warm leads, focusing on delivering investment solutions and growing relationships with a local advisor.

Excellent communication and consultative skills help you navigate a fast-paced environment. Role emphasizes on-site engagement with clients, leveraging planning resources, and educating clients