Job Description
Company Overview:
Fidelity Investments is a leading multinational financial services corporation specializing in investment management, retirement planning, wealth management, and financial advisory services. With a strong commitment to providing innovative solutions and exceptional customer service, Fidelity Investments has established a reputation for excellence in the banking and finance industry.
Key Responsibilities for Wealth Advisor:
- Build and maintain client relationships to understand their financial goals and provide tailored investment advice
- Develop comprehensive financial plans to help clients achieve their short and long-term objectives
- Analyze market trends and investment opportunities to make informed recommendations
- Monitor and adjust investment portfolios based on changing market conditions and client needs
- Educate clients on various financial products and services offered by Fidelity Investments
- Collaborate with internal teams to ensure seamless delivery of wealth management solutions
Required Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Series 7 and Series 66 licenses are mandatory
- Proven experience as a Wealth Advisor or similar role in the banking and finance industry
- Strong knowledge of investment strategies, financial markets, and wealth management principles
- Excellent communication and interpersonal skills to interact effectively with clients
- Ability to work in a fast-paced environment and meet client service expectations
Desired Skills:
- Certified Financial Planner (CFP) designation is a plus
- Experience using financial planning software and tools
- Advanced analytical and problem-solving abilities
- Ability to work independently and as part of a team
- Demonstrated track record of achieving sales targets and client satisfaction metrics
Compensation & Benefits:
The annual salary range for the Wealth Advisor position at Fidelity Investments in Cheyenne, Wyoming is competitive and commensurate with experience, ranging from $70,000 to $100,000. In addition to the base salary, Fidelity Investments offers a comprehensive benefits package including health insurance, retirement plans, paid time off, and professional development opportunities.
How to Apply:
To apply for the Wealth Advisor position at Fidelity Investments in Cheyenne, Wyoming, please visit our company website and submit your updated resume along with a cover letter highlighting your relevant experience and qualifications. We thank all applicants for their interest in joining our dynamic team of finance professionals at Fidelity Investments.
Required Skills
- Financial modeling
- Forecasting
- Excel
- Power BI
- SQL