Senior Financial Planning Advisor

7 days ago


Palo Alto, California, United States Fidelity TalentSource LLC Full time

Fidelity TalentSource LLC seeks a skilled Senior Financial Planning Advisor to join their team. As a key member of the Investor Center, this individual will engage with clients face-to-face, providing personalized guidance and planning while helping extend the firm's brand reach.

About the Role

This is an exceptional opportunity for a seasoned professional who thrives in a dynamic environment. The ideal candidate possesses a strong background in building relationships, uncovering client needs, and recommending solutions.

Key Responsibilities
  • Engage with clients to understand their financial goals and develop tailored plans to achieve them.
  • Utilize Fidelity's open architecture product platform and resources to deliver comprehensive investment solutions.
  • Nurture relationships with existing clients, expanding the firm's brand presence.
Requirements
  • FINRA Series 7 & 63 licenses, Series 65 or 66 license, and relevant state registrations (or ability to acquire upon hire).
  • Ability to present complex solutions to knowledgeable clients, building rapport and credibility.
  • Degree and/or professional certifications (CFP or degree) are advantageous; Fidelity's Tuition Reimbursement program supports further education.
Skills and Qualities
  • Strong communication skills, with the ability to introduce clients to various investment strategies.
  • Coachable, collaborative, and curious mindset, with a passion for delivering exceptional customer experiences.
  • Motivated by results, taking initiative to exceed client expectations.
  • Extensive knowledge of investment solutions and products.
Benefits

Fidelity offers a competitive salary range of $60,000 - $80,000 per year, reflecting the market average for senior financial planning roles. Additionally, the company provides:

  • Comprehensive healthcare coverage, including medical, dental, and vision benefits.
  • Emotional well-being support and employee assistance programs.
  • Market-leading retirement savings plans and educational assistance.
  • Generous paid time off, parental leave, and charitable giving employee match programs.
About Fidelity Investments

Fidelity Investments is a privately held company dedicated to strengthening the financial well-being of its clients. With a hybrid working model, associates enjoy flexibility and work-life balance. This role requires on-site work every other week at a Fidelity office.



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