Teams at Fidelity Investments

Develop customized financial plans, recommend investment solutions, and support clients in making informed investment decisions. Engage existing clients and warm leads, conduct one-on-one appointments, build relationships, identify financial goals, and refer clients to wealth management partners when appropriate. Use Fidelity planning tools and investment product knowledge to deliver personalized guidance and follow-up support.

Build and manage client relationships in Fidelity’s Investor Center by providing personalized investment planning, recommending financial solutions, expanding client assets, and delivering an exceptional customer experience. The role involves face-to-face client engagement, presenting complex investment strategies, meeting results-oriented goals, and leveraging Fidelity’s training and existing client base.

Engage clients face-to-face in an Investor Center, provide personalized financial planning and investment guidance, build relationships, uncover needs, recommend solutions, and expand client assets. The role requires strong investment knowledge, client communication skills, regulatory licensing or the ability to obtain required licenses, and a commitment to customer success.