Teams at Fidelity Investments

Build and manage client relationships in a Fidelity Investor Center by providing personalized financial planning, presenting investment strategies, identifying client needs, and expanding client assets. The role involves face-to-face engagement, delivering an exceptional customer experience, recommending investment solutions, and developing business through an established client base. Candidates must hold or obtain required securities licenses and demonstrate investment knowledge, relationship-building ability, and a results-oriented approach.

Engage face-to-face with clients in an Investor Center, provide personalized financial planning and investment guidance, build client relationships, uncover needs, recommend investment solutions, and expand client assets. The role requires strong communication, relationship-building, financial product knowledge, and relevant securities licensing, with support for professional development and licensing.

Manages relationships with Fidelity’s high-value clients, supports branch Financial Consultants, coordinates client activities, and identifies opportunities to deepen relationships. The role involves cultivating a book of business, facilitating targeted appointments, providing personalized service, applying financial planning and market knowledge, and maintaining compliance in a dynamic financial-services environment.