Wealth Planning Advisor — Investment Solutions

Fidelity; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity is seeking an Advisor within our Investor Center to craft customized financial plans for existing clients using Fidelity's planning tools and guidance resources. You will focus on warm leads, guiding investment decisions that align with clients’ best interests, and growing relationships with a dedicated local advisor.

With strong licensing in FINRA products and a proactive, consultative approach, you will educate clients on investment choices and deliver solutions that fit their needs,

Qualifications

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Leverage Fidelity's guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
• Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
• Grow relationships through proactive outreach, seeking to understand clients' goals and objectives and referring them to wealth management partners based on needs and financial complexity
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
• Interpersonal skills and ability to grow relationships are exemplary
• Will take initiative and exceed expectations
• Outstanding communication and consultative skills, and thrives in a fast-paced work environment

Responsibilities

• Provide investment solutions and grow client relationships in collaboration with a local Fidelity advisor.
• Engage with existing clients and warm leads to tailor financial plans and guidance.
• Present and implement suitable investment strategies using Fidelity tools to help clients reach goals.
• Maintain strong client service, staying compliant with regulatory requirements and company policies.

Skills

Interpersonal skills

Communication

Consultative selling

Relationship building

Time management

Education

Bachelor's degree or equivalent experience

Tools

FINRA tools & licensing

Job description

Fidelity is seeking an Advisor within our Investor Center to craft customized financial plans for existing clients using Fidelity's planning tools and guidance resources. You will focus on warm leads, guiding investment decisions that align with clients’ best interests, and growing relationships with a dedicated local advisor.

With strong licensing in FINRA products and a proactive, consultative approach, you will educate clients on investment choices and deliver solutions that fit their needs,