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Investment Advisor

2 months ago

Palo Alto, California, United States Fidelity TalentSource LLC Full time

Financial Consultant

Become a part of a reputable leader in the financial advisory sector. Fidelity provides a robust client portfolio and exceptional resources for your professional advancement. Take the initiative to enhance client interactions and develop intricate financial strategies.

Your Responsibilities:

  • Conduct in-person consultations with clients at our Investor Center
  • Deliver tailored financial advice and strategic planning
  • Foster connections with current clients

Qualifications:

  • Proven success in cultivating relationships and proposing solutions
  • Possession of FINRA Series 7 & 63 licenses (or willingness to obtain upon hiring)
  • Effective presentation skills to convey complex solutions to clients

Your Expertise:

  • Capability to introduce clients to various investment approaches
  • Adaptable, team-oriented, and dedicated to enhancing customer experience
  • Results-oriented with comprehensive knowledge of investment options

What We Provide:

Attractive total rewards package that includes a competitive base salary

Comprehensive training and support throughout your career

The Impact You Make:

  • Guide and assist clients in achieving their retirement objectives
  • Offer holistic investment solutions and retirement strategies
  • Engage clients through personal interactions and relationship development

Certifications Required:

Series 07 - FINRA, Series 63 - FINRA

Company Overview:

Fidelity Investments is committed to enhancing the financial health of our clients. We provide numerous opportunities for fulfilling careers and flexible benefits.

Our Values:

Recognized as a leading workplace, we prioritize honesty, integrity, and a secure working environment. At Fidelity, we emphasize diversity and inclusion to cultivate a strong workforce.