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Investment Advisory Specialist

2 months ago

Sunnyvale, California, United States Fidelity TalentSource LLC Full time

Job Overview:

Financial Consultant

If you are looking to focus on cultivating relationships and developing intricate financial strategies rather than constantly seeking new clients, consider a role with a reputable leader in the financial services sector. Fidelity offers a unique business model with an established client portfolio and institutional sources of business that set us apart in the industry. We prioritize your professional development, flexibility, and support, fostering long-term success for both you and our clients.

Role Purpose

In our Investor Center, you will interact directly with clients, providing tailored guidance and financial planning while enhancing the firm's brand presence. You will be supported by a comprehensive product platform and top-tier resources in the financial sector, allowing you to build on existing client relationships.

Desired Qualifications
  • Proven track record in relationship management, 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 hiring.
  • Strong capability to present sophisticated solutions to an informed clientele while establishing trust and rapport.
  • A degree and/or relevant professional certifications are advantageous; if you lack a CFP or degree, our Tuition Reimbursement program can assist you in obtaining one.
Essential Skills
  • 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 with a passion for facilitating client success.
  • Driven by results and solution-oriented, you take initiative and strive to exceed client expectations.
  • Comprehensive 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 achieve a healthy work-life balance. We provide extensive training opportunities in-branch, regionally, nationally, and virtually to support all aspects of your business.

Value Proposition
  • Your integrity, insights, interpersonal skills, and meticulous planning enable you to guide and support clients in achieving 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 that showcase your communication and relationship-building skills.
  • 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 suite of benefits to meet your evolving needs and support you in living your best life both professionally and personally. These benefits encompass extensive healthcare coverage, emotional well-being support, leading retirement plans, generous paid time off, parental leave, charitable giving matching programs, 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.

Fidelity's Values

At Fidelity, you will discover numerous opportunities to build a meaningful career that positively influences lives, including your own. We offer flexible benefits that support you at every career stage, empowering you to thrive both at work and at home. Recognized as a top workplace, we provide a range of learning opportunities to help you build the career you envision.

Fidelity is committed to fostering a diverse workforce and an inclusive culture. We will reasonably accommodate applicants with disabilities who require adjustments to participate in the application or interview process.