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Wealth Management Advisor
2 months ago
Job Overview:
As a trusted financial professional, your expertise and integrity are paramount in fostering client relationships. You will have the opportunity to leverage advanced technology and a comprehensive investment platform to guide clients through their wealth management and retirement planning journeys.
Key Qualifications:
- FINRA Series 7 & 63 are mandatory prior to employment.
- Series 65 and/or 66 along with state registrations must be obtained within three months of joining.
- Experience in dealing with High Net Worth clientele is essential.
- A CFP designation is preferred; however, our Tuition Reimbursement program can assist you in obtaining this qualification.
Role Purpose:
In this position, you will be supported by a robust product platform and industry-leading resources while nurturing relationships with an established client base. Your leadership abilities and focus will be crucial as you deliver tailored investment solutions to existing clients and contribute to the growth of new customer acquisition.
Essential Skills:
- A profound understanding of financial markets, enabling you to simplify complex financial concepts and build trust with esteemed clients.
- Extensive knowledge of various investment products.
- Capability to introduce clients to diverse investment strategies while fostering engaging, client-centered discussions.
- Collaboration with multiple business partners to create an exceptional customer experience and meet a wide array of investment needs.
Value Proposition:
- By focusing on relationship-building rather than cold calling, you will significantly impact your clients' lives through comprehensive financial planning.
- Your integrity, insights, and meticulous planning will empower you to mentor clients as they pursue their retirement objectives.
- Educating clients on available technology and channels to effectively manage their investments.
Impact on the Organization:
As part of our Investor Center, you will engage directly with clients, providing mentorship and personalized planning while enhancing the firm's brand. With Fidelity's open architecture, you will offer holistic investment guidance and cultivate enduring relationships. You will benefit from a supportive team of professionals, access to top-tier resources and tools, and a competitive compensation package with excellent benefits.
Company Overview:
Fidelity Investments is dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support organizations in providing employee benefits, and offer investment and technology solutions to institutions and independent advisors.
Work Environment:
At Fidelity, we promote a culture of honesty, integrity, and safety within a regulated industry. We are committed to building a diverse workforce and ensuring an inclusive environment for all employees.
