Financial Services Professional
1 week ago
About the Role:
You will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future.
The Expertise We’re Looking For:
- Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs.
- Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up.
- Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity.
- Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire.
- Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
Your Key Responsibilities:
- You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each.
- Your interpersonal skills and ability to grow relationships are exemplary.
Why Work with Us:
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
We have a hybrid working model that blends the best of both onsite and offsite work experiences. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office.
Our estimated annual salary for this role is around $80,000-$100,000, depending on experience and qualifications.
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