Teams at Fidelity Investments

Provides personalized financial planning consultations, develops client engagement strategies, and identifies opportunities for asset consolidation, referrals, and plan implementation. Conducts joint client appointments, profiles client needs, presents financial guidance, and builds long-term relationships. Collaborates with Financial Consultants and Wealth Planners, maintains client contact strategies, uses Salesforce and Glance, makes outbound calls, and mentors associates while supporting Fidelity’s client relationship objectives.

Develop customized financial plans, educate clients on investment solutions, conduct one-on-one planning appointments, recommend strategies aligned with client needs, and grow relationships with existing clients and warm leads. The role also involves proactive outreach, client referrals to wealth management partners, and use of Fidelity’s planning tools.

Serves as a trusted financial advisor and relationship manager for senior executives and C-suite clients. Provides personalized financial planning, retirement income strategies, investment guidance, and asset management support. Develops business through referrals, seminars, and events while expanding assets under management and client relationships. Requires extensive financial services sales experience, executive client expertise, securities licenses, and travel up to 50%.