Wealth Planning & Investment Advisor

Fidelity; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

Fidelity Investments is seeking a client-focused Financial Advisor in our Investor Center. You will develop customized financial plans for existing clients using Fidelity's planning tools and a broad range of products, guiding decisions that support long-term goals.

In this role you will deepen client relationships through proactive outreach, present investment solutions, and collaborate with wealth partners to match needs with strategies.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Ability to guide planning discussions and recommend solutions aligned with client needs.
• Strong communication and interpersonal skills to grow relationships.

Responsibilities

• Develop customized financial plans for existing clients using Fidelity's planning tools.
• Engage with warm leads and focused on investment solutions.
• Grow relationships through proactive outreach and referrals to wealth management partners.
• Present and implement solutions that suit client's financial needs.
• Demonstrate comprehensive understanding of investment solutions to educate clients.

Skills

FINRA licenses

Series 66 knowledge

Financial planning tools

Appointment scheduling

Proactive outreach

People skills

Consultative selling

Initiative

Education

Bachelor's degree or equivalent

CFP certification (beneficial)

Tools

Fidelity guidance tools

Job description

Fidelity Investments is seeking a client-focused Financial Advisor in our Investor Center. You will develop customized financial plans for existing clients using Fidelity's planning tools and a broad range of products, guiding decisions that support long-term goals.

In this role you will deepen client relationships through proactive outreach, present investment solutions, and collaborate with wealth partners to match needs with strategies.