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About the Role
Working in an Investor Center, you will develop customized financial plans using a wide range of products, services, and Fidelity’s planning tools. You will engage with existing clients and warm leads, focusing on providing investment solutions and growing relationships with a dedicated local advisor. You will work directly with clients to help them make investment decisions that are in their best interest, presenting and implementing solutions that suit their needs and develop a lasting impact on their financial future.
Responsibilities
- Develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools.
- Engage with existing clients and warm leads.
- Provide investment solutions and grow relationships with a dedicated local advisor.
- Work directly with clients to help them make investment decisions that are in their best interest.
- Present and implement solutions that suit the client’s needs.
- Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs.
- Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning.
- Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity.
Requirements
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
- Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each.
- Interpersonal skills and ability to grow relationships are exemplary.
- Will take initiative and exceed expectations.
- Outstanding communication and consultative skills, and thrives in a fast-paced work environment.
- Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
- Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Skills
- Keen product knowledge
- Financial planning
- Investment solutions
- Relationship building
- Technology utilization
- Proactive outreach
- Understanding client goals and objectives
- Communication skills
- Consultative skills
Location
- Onsite
Work Type
- Full-time
- Onsite
Experience Level
- Not specified
Education Level
- Degree, equivalent experience, or other professional certifications are beneficial
- Tuition reimbursement program can help obtain a CFP, degree, or equivalent credential
Salary/Compensations
- $59,000 - $74,000 per year
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
About the Company
- Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically.
- We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
- Our benefit programs are built to help you and your family strike the right balance.
- We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business.
- You will not fail due to a lack of training or onboarding.
- At Fidelity, we have a relentless commitment to our clients.
- Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact.
- We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
- Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
- Currently, some roles and locations require 100% onsite presence, while others require less.
- Onsite expectations are likely to evolve as the rollout continues.
- This transition does not apply to fully remote roles.
Equal Opportunity
- Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.