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Financial Advisor

2 months ago

Towson, Maryland, United States Fidelity Investments Full time
About the Role

Fidelity Investments is seeking a highly skilled and motivated Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement comprehensive financial plans to help clients achieve their objectives.
  • Provide expert advice on investment strategies and products to help clients grow their wealth.
  • Work closely with other members of the Fidelity team to ensure seamless delivery of services to clients.
Requirements
  • 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.
What We Offer
  • A competitive total rewards package, including a stable base salary, to recognize associate achievements.
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
  • A wide range of benefits to meet your evolving needs and help you live your best life at work and at home.
Compensation and Benefits

The base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.