About this role

Serve as a trusted partner for investment customers by providing guidance on retirement and investment needs. You will engage in inbound and outbound conversations, help clients navigate Fidelity's products and tools, and build relationships through a structured development path with comprehensive training and licensing support.

What we are looking for

6

Build relationships with 401(k) workplace participants and/or personal investment clients
Guide clients using Fidelity’s planning tools, research, and investment solutions
Handle inbound service and consultative calls; conduct outbound outreach
Introduce customers to appropriate business partners and set targeted planning appointments
Discuss market trends, investment concepts, and financial planning strategies
Complete FINRA SIE, Series 7 and Series 66 upon hire

Work authorization

No visa sponsorship is available.