About this role

Develop customized financial plans for existing clients and warm leads using Fidelity's products and planning tools. This role focuses on providing investment solutions and growing client relationships, helping them make informed investment decisions that align with their goals.

What we are looking for

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Develop customized financial plans
Provide investment solutions and grow client relationships
Leverage Fidelity's guidance tools for financial planning
Conduct efficient one-on-one client appointments
FINRA Series 7 & 66 licensed or ability to acquire Series 66
Strong understanding of investment solutions

Work authorization

No visa sponsorship is available.
Must be authorized to work without sponsorship.