Investor Center Account Executive - Greater Palm Beach
Fidelity Investments - Palm Beach, FL

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Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our

full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions

We have 170+ Fidelity Investor Centers across

the United States and continue to open several new branches each year. Branch representatives

offer guidance and personalized investment solutions to our customers in a face-to-face setting, and help extend the reach of Fidelity's brand. It is our priority to

deliver customized and effective service, and successfully anticipate clients’ emerging needs


At Fidelity, you’ll have the support of a well-rounded team of professionals, with full access to some of the best resources and tools

in the industry. While you build relationships here, you’ll also be building your career.

Position Description

Account Executives are responsible and accountable for building productive relationships with Fidelity's mass affluent clients - defined as clients with greater than $250K in investable assets with Fidelity's Personal and Workplace Investing business unit. In building their "books," our representatives will be working with past clients and with incoming leads to establish these long-standing relationships. It is expected that they will serve between 400 and 500 clients when they reach full capacity. Their primary role will be to serve our clients by offering them a single point of contact for all of their investment, planning, and guidance needs. This includes working directly with clients on their retirement, non-retirement, brokerage and cash management accounts

Primary Responsibilities

Develops and encourages long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions.

Introduces clients to investment strategies and works with client to develop financial plan using the appropriate Guidance tools.

Positions appropriate products in the context of current needs as well as customer's long term financial plan.

Identify, execute and follow up on opportunities to gather additional client assets while providing client centered discussions.

Initiate customer relationships through prospecting, lead utilization, and local market and community involvement.

Responsible for driving face to face customer appointments and interactions in the branch as well as phone sale opportunities.

Attain designated business goals (Customer Satisfaction, Households, Net Flows).

Support and champion branch Customer Experience Index initiatives.

Partner with Fidelity resources and business partners to satisfy customers' investment needs when faced with complex situations in a competitive environment. Deliver "One Fidelity" experience.

Helps develop and execute the local market development plan including but not limited to delivery of financial services education seminars.

Demonstrates leadership and act as a resource for other financial representatives.

Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.

Educates customers to use technology to monitor, maintain and manage their investments.


Education and Experience

5 + years of direct sales experience working with high net worth clients

7 + years of work experience

Bachelors degree preferred

CFP, CRA or CMFC a plus

Skills and Knowledge

Series 7 & 63 required prior to hire

Series 66 (63/65) and Insurance Licenses required (or to be obtained within 6 months of hire)

PC Skills and systems knowledge

Excellent communication and presentation skills

About Fidelity Investments

Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit


Fidelity Investments is an equal opportunity employer.



Financial Sales

Primary Location


FL-Palm Beach - Investor Center




Job Level


Individual Contributor

Education Level


Bachelor's Degree (±16 years)

Job Type





Day Job

Overtime Status





Yes, 25 % of the Time

About this company
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Fidelity Investments has a rich and proud history of making financial expertise accessible and effective in helping people live the lives...