About this role

Develop customized financial plans for existing clients and warm leads using Fidelity's products and planning tools. You will focus on providing investment solutions and growing client relationships, guiding them to make investment decisions that are in their best interest. This role requires strong interpersonal and consultative skills, with opportunities for professional growth and training.

What we are looking for

6

Develop customized financial plans
Provide investment solutions and grow client relationships
Engage with existing clients and warm leads
Leverage Fidelity's guidance tools
FINRA Series 7 & 66 licensed or ability to acquire
Strong communication and consultative skills

Work authorization

No visa sponsorship is available.