Investment Advisory Specialist

1 week ago


Sunnyvale, California, United States Fidelity TalentSource LLC Full time

Job Overview:

Financial Consultant

If you are looking to focus on nurturing client relationships and developing intricate financial strategies, consider a position with a leading firm in the financial sector. Fidelity offers a unique business model that provides access to a robust client base and institutional sources of business, setting us apart in the industry. We prioritize your professional development, flexibility, and support, ensuring long-term success for both you and our clients.

Your Role's Purpose

In our Investor Center, you will interact directly with clients, providing tailored guidance and financial planning, while enhancing the firm's brand presence. We equip you with a comprehensive product platform and premier resources in the financial sector, allowing you to cultivate relationships with an established clientele.

Desired Expertise
  • Proven track record in relationship building, identifying client needs, and proposing effective solutions.
  • Possession of FINRA Series 7 & 63 licenses; Series 65 or 66 licenses and relevant state registrations, or the ability to obtain Series 65/66 upon hire.
  • Strong capability to present sophisticated solutions to an informed client base while establishing trust and credibility.
  • A degree and/or professional certifications are advantageous; if you lack a CFP or degree, our Tuition Reimbursement program can assist you in obtaining one.
Skills You Bring
  • Ability to effectively introduce clients to various investment strategies and consolidate additional client assets through engaging, client-focused discussions.
  • Attributes such as being coachable, collaborative, and inquisitive are essential.
  • Dedicated to providing an exceptional customer experience and passionate about helping others succeed.
  • Driven by results and solution-oriented, you take initiative and strive to exceed client expectations.
  • Extensive knowledge of investment products and solutions.
Our Commitment to You

At Fidelity, our greatest asset is our people, and we believe in a holistic approach to life. We offer a competitive total rewards package, including a stable base salary, to acknowledge employee achievements. Our benefit programs are designed to help you and your family maintain a healthy work-life balance. We provide comprehensive training opportunities, whether in-branch, regionally, nationally, or virtually, to support all aspects of your role.

The Value You Provide
  • Your integrity, insights, interpersonal skills, and meticulous planning enable you to guide and support clients as they pursue their retirement objectives.
  • Assisting clients by delivering comprehensive investment solutions and retirement strategies tailored to their current and future needs.
  • Engaging clients through personal interactions, showcasing your communication and relationship-building abilities.
  • Demonstrating a steadfast commitment to your clients while positively impacting the community.

The base salary range for this position is $55,000 - $75,000 per year. Placement within this range will depend on job responsibilities, geographic location, relevant experience, and other factors.

Base salary is just one component of the total compensation package. Depending on the role and eligibility, the offer may also include bonuses or other variable compensation.

We provide a comprehensive array of benefits to support your evolving needs and help you achieve a fulfilling life both at work and at home. These benefits encompass extensive healthcare coverage, emotional well-being support, leading retirement plans, generous paid time off, parental leave, a charitable giving employee match program, and educational assistance, including student loan repayment and tuition reimbursement.

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-profits in providing employee benefits, and offer institutions and independent advisors investment and technology solutions to manage their clients' assets.

Our Values

At Fidelity, you will discover numerous opportunities to cultivate a meaningful career that positively influences lives, including your own. We provide flexible benefits that support you throughout your career journey, empowering you to thrive in both professional and personal realms. Recognized as a top workplace, we offer a range of learning opportunities to help you build the career you envision.

Fidelity Investments is an equal opportunity employer, committed to fostering a diverse workforce and an inclusive culture.



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