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 services, and build relationships with workplace participants and personal investment clients. This role offers a structured development path with comprehensive training and licensing support.

What we are looking for

6

Engage in inbound and outbound conversations with clients
Provide guidance on retirement and investment needs
Help clients navigate Fidelity's products and services
Build relationships with 401(k) workplace participants and personal investment clients
Develop planning and service to sales skills
Receive paid support to obtain SIE, Series 7, and Series 66

Work authorization

No visa sponsorship is available.