Senior Financial Solutions Advisor

5 days ago


Rockville, Maryland, United States Fidelity TalentSource LLC Full time
Senior Financial Solutions Advisor

We are seeking a skilled and experienced Senior Financial Solutions Advisor to join our team at Fidelity Investments. In this role, you will work closely with clients to understand their financial goals and objectives, providing personalized solutions and guidance to help them achieve success.

Fidelity offers a comprehensive benefits package, including health insurance, retirement plans, and paid time off. Our company is committed to empowering professional growth, flexibility, and support, enabling long-term success for our employees and clients.

About the Role

In this position, you will engage face-to-face with customers, offering guidance and personalized planning while helping extend the reach of the firm's brand. We fully support our advisors with an open architecture product platform and top resources in the financial industry.

As a Senior Financial Solutions Advisor, you will be responsible for building relationships with existing clients, uncovering their needs, and recommending solutions. You will also have the opportunity to develop your skills and expertise through training programs and resources provided by Fidelity.

Key Responsibilities
  • Provide expert advice and guidance to clients on financial planning and investment strategies
  • Build strong relationships with existing clients, identifying their needs and delivering tailored solutions
  • Develop and maintain knowledge of investment products and services, staying up-to-date on industry trends and developments
  • Collaborate with colleagues to share best practices and improve overall client experience
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
  • Strong communication and interpersonal skills, with the ability to present complex information in a clear and concise manner
  • 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

Fidelity offers a competitive salary range of $55,000 - $75,000 per year, as well as a comprehensive benefits package. Our company is committed to empowering professional growth, flexibility, and support, enabling long-term success for our employees and clients.



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