Wealth Planning Consultant

Fidelity Investments Inc.; Albuquerque (NM); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments Inc. seeks a client-facing financial professional to develop customized financial plans for existing clients and warm leads. You will use Fidelity planning tools and your judgment to guide investment decisions that align with client goals.

You will work with clients to grow relationships, conduct thoughtful one-on-one meetings, and coordinate with wealth management partners when appropriate, within a fast-paced environment.

Qualifications

• FINRA Series 7 and 66 licensing or ability to acquire Series 66 upon hire.
• Ability to leverage Fidelity guidance tools for financial planning discussions.
• Ability to prepare for and conduct efficient one-on-one appointments.

Responsibilities

• Engage with existing clients and warm leads to deepen relationships.
• Develop customized financial plans utilizing Fidelity’s products, services, and planning tools.
• Present and implement investment solutions that best meet client needs.
• Grow relationships with clients and connect them to wealth management partners when appropriate.

Skills

Series 7 & 66

Planning tools

One-on-one prep

Relationship growth

CFP beneficial

Communication skills

Education

Bachelor's degree or equivalent

Tools

Planning tools

Job description

Fidelity Investments Inc. seeks a client-facing financial professional to develop customized financial plans for existing clients and warm leads. You will use Fidelity planning tools and your judgment to guide investment decisions that align with client goals.

You will work with clients to grow relationships, conduct thoughtful one-on-one meetings, and coordinate with wealth management partners when appropriate, within a fast-paced environment.