Wealth Management Advisor

1 week ago


Brea, California, United States Jobs via eFinancialCareers Full time

About the Role

As a Financial Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with clients to provide guidance and personalized planning, while helping to extend the reach of our firm's brand.

Key Responsibilities

  • Build relationships with existing clients and uncover their needs to recommend tailored solutions
  • Present complex financial solutions to knowledgeable clients, building rapport and credibility
  • Develop and implement comprehensive investment plans to meet clients' needs
  • Collaborate with colleagues to deliver exceptional customer experiences

Requirements

  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations
  • Previous success in building relationships and recommending solutions
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing circumstances

What We Offer

  • A competitive total rewards package, including a stable base salary and benefits
  • Opportunities for professional growth and development
  • A collaborative and supportive work environment
  • The chance to make a positive impact on our clients' financial well-being

About Fidelity Investments

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.



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