Wealth Strategist

We are seeking a highly skilled and experienced Wealth Strategist to join our team at Fidelity Investments. As a key member of our Investor Center, you will play a critical role in helping our clients achieve their financial goals and objectives.

• Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
• Provide expert guidance and advice on investment strategies, retirement planning, and wealth management.
• Build and maintain strong relationships with clients, understanding their financial situations and providing tailored solutions.
• Stay up-to-date with industry trends and developments, ensuring that clients receive the best possible advice and guidance.

• FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
• Previous experience in a financial planning or wealth management role, with a proven track record of success.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
• Strong analytical and problem-solving skills, with the ability to analyze complex financial data and provide clear recommendations.

As a Wealth Strategist at Fidelity Investments, you will have the opportunity to work with a talented team of professionals who are passionate about helping clients achieve their financial goals. We offer a competitive compensation package, including a stable base salary, as well as opportunities for professional growth and development.

Fidelity Investments is a leader in the financial services industry, with a reputation for excellence and a commitment to helping clients achieve their financial goals. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is passionate about making a positive impact on the lives of our clients, and we are seeking like-minded individuals to join our team.