Fidelity Investments
Job Overview
Join a team that invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Build long‑term, dedicated relationships with customers by providing peace of mind as you guide them through wealth management and retirement planning strategies. Responsibilities
Provide appropriate investment solutions to existing clients and help expand acquisition of new customers. Mentor clients and support them to reach retirement goals. Deliver comprehensive investment guidance and sustain long‑lasting relationships. Qualifications
FINRA Series 7 & 63 required prior to hire. Series 65 and/or 66 and state registrations required within 3 months of hire. Experience with High Net Worth clients. CFP preferred; tuition reimbursement available to obtain CFP. Skills
Deep understanding of financial markets; simplify complex concepts; build rapport with high valued clientele. Remarkable knowledge of investment products. Thoughtfully introduce clients to different investment strategies; bring together additional client assets. Collaborate with multiple partners to craft customer experience and meet wide investment needs. Value Delivered
Deepen relationships and complex financial planning; no time on cold calls. Integrity, insights, interpersonal skills and meticulous planning mentor clients towards retirement goals. Educate customers on technology and channels to monitor, maintain, handle investments. Benefits
Competitive total rewards package, including stable base salary. Top compensation package with excellent benefits. Certifications
CFP®; Series 7, Series 63, Series 65, Series 66. Employment Type
Full‑time; Hybrid (onsite every other week in a Fidelity office). Remote or fully onsite roles not applicable. Job Function
Finance and Sales. Seniority Level
Entry‑level.
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Join a team that invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Build long‑term, dedicated relationships with customers by providing peace of mind as you guide them through wealth management and retirement planning strategies. Responsibilities
Provide appropriate investment solutions to existing clients and help expand acquisition of new customers. Mentor clients and support them to reach retirement goals. Deliver comprehensive investment guidance and sustain long‑lasting relationships. Qualifications
FINRA Series 7 & 63 required prior to hire. Series 65 and/or 66 and state registrations required within 3 months of hire. Experience with High Net Worth clients. CFP preferred; tuition reimbursement available to obtain CFP. Skills
Deep understanding of financial markets; simplify complex concepts; build rapport with high valued clientele. Remarkable knowledge of investment products. Thoughtfully introduce clients to different investment strategies; bring together additional client assets. Collaborate with multiple partners to craft customer experience and meet wide investment needs. Value Delivered
Deepen relationships and complex financial planning; no time on cold calls. Integrity, insights, interpersonal skills and meticulous planning mentor clients towards retirement goals. Educate customers on technology and channels to monitor, maintain, handle investments. Benefits
Competitive total rewards package, including stable base salary. Top compensation package with excellent benefits. Certifications
CFP®; Series 7, Series 63, Series 65, Series 66. Employment Type
Full‑time; Hybrid (onsite every other week in a Fidelity office). Remote or fully onsite roles not applicable. Job Function
Finance and Sales. Seniority Level
Entry‑level.
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