Financial Investment Advisor

1 week ago

Tucson, Arizona, United States Fidelity TalentSource LLC Full time



Position Overview:

This position requires residency in the Greater Tucson area, with a commitment to working in-person at our Tucson Investment Center weekly.



Investment Consultant Role

As a professional in the financial services sector, your mission is to enhance the financial well-being of your clients. At Fidelity, we are dedicated to our clients' success. Join a firm that prioritizes meaningful communication and fosters professional growth, flexibility, and support to ensure long-term success for both you and our clients.



Key Responsibilities

In our Investor Center, you will create tailored financial strategies utilizing a diverse array of products and services, applying your sound judgment and in-depth product knowledge alongside Fidelity's planning tools. Rather than seeking new clients, you will focus on engaging with existing clients and warm leads, allowing you to concentrate on delivering investment solutions and nurturing relationships with a dedicated local advisor.



Required Expertise
  • Utilizing Fidelity's guidance tools effectively, you will engage in financial planning discussions, presenting solutions and services that align with client needs.
  • By leveraging technology, you will prepare for and conduct efficient one-on-one meetings, optimizing the client's time and planning for follow-up actions.
  • Through proactive outreach, you will cultivate relationships, understanding clients' goals and referring them to a wealth management partner based on their needs and financial complexity.
  • Possession of Series 7 & 63 licenses; Series 65 or 66 and relevant state registrations preferred, or the ability to acquire them swiftly upon hire.
  • A degree and/or professional certifications such as CFP are advantageous; if you do not possess a CFP or degree, our Tuition Reimbursement program can assist you in obtaining one.


Skills and Attributes
  • A comprehensive understanding of various investment solutions, with the ability to educate clients on their values and distinctions.
  • Exceptional interpersonal skills and a proactive approach to relationship building, consistently exceeding expectations.
  • Outstanding communication and consultative abilities, thriving in a dynamic work environment.


Our Commitment to You

At Fidelity, our greatest asset is our people. We recognize the importance of a holistic approach to life. We offer a competitive total rewards package, including a stable base salary, to acknowledge associate achievements. Our benefit programs are designed to help you and your family achieve the right balance. We provide extensive training in-branch, regionally, nationally, and virtually to support all aspects of your business, ensuring you have the resources needed for success.



Your Impact

In this role, you will work directly with clients to guide them in making investment decisions that serve their best interests. By adeptly navigating Fidelity's planning and guidance tools, presenting and implementing solutions tailored to client needs, you will significantly influence their financial future.



Certifications:

Series 07 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held organization dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in delivering employee benefits, and provide institutions and independent advisors with investment and technology solutions.

Fidelity's Values

At Fidelity, we uphold honesty, integrity, and the safety of our associates and clients within a highly regulated industry. Certain roles may necessitate candidates to undergo a preliminary credit check during the screening process. Candidates who receive a Fidelity offer will need to complete a background investigation, which may include a review of criminal, civil litigations, regulatory history, employment, education, and credit (role dependent). Where permitted by law, Fidelity may also conduct a pre-employment drug screen.

Fidelity Investments is an equal opportunity employer, committed to building a diverse workforce through an enduring culture of inclusion and belonging.

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