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Wealth Management Advisor
2 months ago
Fidelity Investments is a leading financial services company that empowers individuals to achieve their financial goals. We are seeking a skilled Wealth Management Advisor to join our team and provide expert guidance to our clients.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial needs and goals.
- Develop and implement personalized financial plans to help clients achieve their objectives.
- Provide expert advice on investment strategies and products to help clients grow their wealth.
- Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
- Previous success in building relationships, uncovering needs, and recommending solutions.
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
Fidelity Investments offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
About Fidelity InvestmentsFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Why Join Fidelity Investments?We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging. We invite you to find your place at Fidelity Investments and be part of a team that makes a positive impact in the community.
