Wealth Strategist

23 hours ago

San Jose, California, United States Fidelity Investments Full time
Job Description

Are you a skilled professional looking to deepen relationships and create complex financial plans? Do you have a passion for empowering clients to reach their retirement goals? We invite you to join our team at Fidelity Investments, a leading financial services company with a mission to strengthen the financial well-being of our clients.

The Purpose of Your Role

As a Wealth Planner, you will engage face-to-face with clients, offering guidance and personalized planning, while helping extend the reach of our firm's brand. We support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The Expertise We're Looking For
  • Previous success in building relationships, uncovering needs, and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations, or ability to acquire series 65/66 upon hire
  • 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
The Skills You Bring
  • Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Being coachable, collaborative, and curious are your go-to attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, you take initiative and exceed customer expectations
  • Extensive knowledge of investment solutions
Our Investments in You

Fidelity's greatest advantage is our people, and we believe it is essential to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And 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.

The Value You Deliver
  • Your integrity, insights, interpersonal skills, and meticulous planning allow you to mentor and support clients as they look to reach their retirement goals
  • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
  • Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship-building skills
  • You have a steadfast commitment to your clients while making a positive impact in the community

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.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Certifications: Series 07 - FINRA, Series 66 - FINRA

Company Overview: Fidelity 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.

Join Us: At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. 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.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .

We welcome those with experience in jobs such as Accounts Receivable Clerk, Accounts Payable Clerk, and Billing and Posting Clerk and others in the Accounting and Finance to apply.

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