Wealth Planning & Investment Advisor

Fidelity Investments Inc.

Winter Park (FL)

On-site

USD 50,000 - 80,000

Full time

12 days ago

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Job summary

Fidelity Investments Inc. is seeking an Investment Consultant to work in our Investor Center. You will develop customized financial plans utilizing Fidelity’s products, services, and planning tools, guiding clients toward prudent investment decisions.

Instead of sourcing new customers, you will engage with existing clients and warm leads to deepen relationships and provide tailored investment solutions. You will leverage Fidelity’s planning resources to present and implement strategies that

Qualifications

FINRA licenses required or able to acquire Series 66 on hire.
Experience in financial planning discussions with clients.
Ability to use Fidelity planning tools for recommendations.
Strong interpersonal and communication skills.
Degree or equivalent experience; CFP optional/beneficial.

Responsibilities

Develop customized financial plans using Fidelity products and planning tools.
Engage with existing clients and warm leads to grow relationships.
Present and implement investment solutions tailored to client needs.
Proactively grow client relationships and coordinate with wealth management partners.
Conduct efficient one-on-one appointments leveraging technology.