About this role

Develop customized financial plans for existing clients and warm leads using Fidelity's tools and a wide range of products. You will guide clients in making investment decisions that align with their needs and financial goals, focusing on growing relationships and providing expert investment solutions.

What we are looking for

6

Develop customized financial plans
Utilize a wide range of products and planning tools
Engage with existing clients and warm leads
Provide investment solutions and grow relationships
Present and implement client-focused solutions
FINRA Series 7 & 66 licensed or ability to acquire

Work authorization

No visa sponsorship is available.