Wealth Planning & Investment Advisor

Fidelity Investments Inc.

Clearwater (FL)

On-site

USD 65,000 - 90,000

Full time

4 hours ago

Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Fidelity Investments Inc. seeks an Investment Consultant to develop customized financial plans for current clients using Fidelity’s tools and products. You will engage with existing clients and warm leads to provide investment solutions and grow relationships with a dedicated local advisor.

You’ll present plans and guide clients through decisions that align with their best interests. The role emphasizes leveraging planning resources, providing consultative support in a fast-paced environment,

Qualifications

FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
Leverage Fidelity guidance tools to facilitate financial planning discussions and recommend solutions.
Strong communication and interpersonal skills for consultative client interactions.
Experience in wealth management/financial services is beneficial.
A degree or professional certifications are beneficial (tuition reimbursement for CFP/credential).

Responsibilities

Develop customized financial plans for clients using Fidelity tools and products.
Engage with existing clients and warm leads to grow relationships.
Present and implement investment solutions that meet client needs.
Collaborate with local advisor network to provide guided planning and follow-up.