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Senior Financial Advisor

4 weeks ago

Magnolia, Texas, United States Fidelity Investments Full time
Role Overview

As a Senior Financial Advisor at Fidelity Investments, you will be responsible for providing comprehensive investment guidance to high net worth clients. With a focus on building long-term relationships, you will work closely with clients to understand their financial goals and develop personalized investment strategies.

Key Responsibilities
  • Provide expert investment advice to clients, including portfolio management and retirement planning
  • Develop and maintain relationships with existing clients, identifying opportunities to expand their investment portfolios
  • Collaborate with internal teams to stay up-to-date on market trends and product offerings
  • Stay current with industry developments and best practices in wealth management

Requirements
  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations required within 3 months of hire
  • Experience with High Net Worth clients
  • A CFP is preferred, but not required

What We Offer
  • A comprehensive compensation package, including bonuses and benefits
  • Opportunities for professional growth and development, including tuition reimbursement and training programs
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration

How You Will Impact the Organization
You will make a significant impact on the organization by providing exceptional client service, driving revenue growth, and contributing to the development of a high-performing team. Your expertise and passion for wealth management will help shape the future of Fidelity Investments and its clients.