Remote Wealth Advisor at Fidelity

Elevate your career as a Wealth Advisor at Fidelity, where you'll provide premier financial guidance and client experiences remotely. Focus on portfolio investments and financial planning strategies while ensuring client satisfaction.

Fidelity seeks experienced Wealth Advisors to support clients in their financial journeys. This remote role emphasizes moderate to basic investment advice and portfolio management, while collaborating with internal teams for client services. You will actively educate clients about financial products to enhance their long-term financial planning and retention goals.

Key Responsibilities:

• Onboard new clients through transition partnerships

• Act as a concierge addressing client financial needs

• Proactively educate clients about investment offerings

• Develop tailored financial planning strategies

• Maintain long-term client relationships through exemplary service

Requirements:

• 5+ years in financial services

• University degree in relevant field

• Strong communication and relationship management skills

• Familiarity with financial planning tools

• Must be licensed as Registered Representative

Drive your wealth advisory skills forward from the comfort of home at Fidelity.
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