Teams at Fidelity Investments

Provides personalized financial planning consultations, conducts joint client appointments, identifies asset consolidation and referral opportunities, supports plan implementation, and builds long-term client relationships. Maintains client contact strategies, uses Salesforce and Glance to enhance client experiences, makes outbound calls, collaborates with Financial Consultants and Wealth Planners, and mentors fellow associates. The role requires financial services experience, securities licensing, knowledge of financial planning concepts, and strong relationship-building skills.

Develop customized financial plans, recommend investment solutions, and help existing clients make informed investment decisions. Conduct one-on-one appointments using Fidelity planning tools, build client relationships through proactive outreach, and refer clients to wealth management partners when appropriate. The role requires securities licensing, strong investment product knowledge, consultative communication, and a client-focused approach.

Leads advanced financial and estate planning engagements for high-net-worth clients and advisors. Develops comprehensive plans using eMoney, provides expertise in wealth transfer, taxation, trusts, retirement, investment, and insurance planning, and leads a regional territory. Coaches junior team members, manages client relationships, communicates complex concepts clearly, and collaborates with Fidelity's planning and advisory teams.