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Provide front-lobby client service as the face of the branch, handle transactions and compliance, identify client needs and referral opportunities, and support branch growth through excellent interpersonal skills and organization. Prepare for and maintain required FINRA Series 7 and Series 66 licenses.

Engage face-to-face with clients in an Investor Center to provide personalized financial planning, recommend investment solutions, grow client assets, and deepen relationships. Use firm resources and training, maintain regulatory compliance, and deliver exceptional client experience while leveraging an existing client base and institutional feeders.

Provide phone and in-person support to Fidelity customers: answer account questions, process withdrawals/transfers, place trades, and identify resources. Complete sponsored FINRA licensing (SIE, Series 7 Top Off, Series 66) with paid study time and coaching. Begin hybrid work during training (four remote days, one onsite), then transition to full-time onsite Investor Center role while developing wealth management skills and career progression.

Provide personalized financial planning consultations, conduct joint client appointments, identify opportunities for asset consolidation and referrals, profile clients using guidance tools, present planning outputs, support Financial Consultants/Wealth Planners, mentor colleagues, and engage clients via outbound calls to build long-term relationships.

Serve as a client-facing Relationship Manager supporting branch Financial Consultants: strengthen and deepen client relationships, organize daily activities, facilitate targeted appointments, provide personalized financial planning insight, and operate within a compliance-driven environment while cultivating a book of business.

Provide financial planning consultations alongside advisors, profile clients, present guidance tool outputs, identify planning and consolidation opportunities, conduct joint client appointments, educate clients, maintain organized contact strategies (using Salesforce), and support/mentor peers to deepen client relationships and drive plan implementations.

Work with existing clients and warm leads to develop customized financial plans using Fidelity planning tools. Present and implement investment solutions, conduct one-on-one appointments using technology, grow relationships through proactive outreach, and refer clients to wealth management partners when appropriate.

Conduct financial planning consultations, profile client needs, present guidance tools, and identify opportunities for asset consolidation and referrals. Collaborate with Financial Consultants/Wealth Planners, maintain client contact strategies, use tools like Salesforce and Glance, mentor colleagues, and make outbound calls to educate clients and uncover planning opportunities.

Drive new 401(k) recordkeeping and workplace solutions sales across upstate New York by building advisor and TPA relationships, developing territory plans, generating pipeline, and delivering consultative retirement solutions. Partner with internal teams to close new business and grow market presence.

Work one-on-one with existing clients and warm leads to develop customized financial plans using Fidelity planning tools. Recommend and implement investment solutions, grow relationships through proactive outreach, and refer clients to wealth management partners. Use technology to prepare for appointments and provide consultative guidance while maintaining required FINRA licenses and state registrations.