Financial Advisor

2 weeks ago


Glen Allen, Virginia, United States Fidelity Investments Full time
About the Role

Fidelity Investments is seeking a skilled Financial Advisor to join our team in a hybrid role that combines the best of working offsite with maximizing time together in person to meet associate and business needs.

Key Responsibilities
  • Engage face-to-face with customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand.
  • Build relationships, uncover needs, and recommend solutions to clients.
  • Present complex solutions to a knowledgeable client base while building rapport and credibility.
  • Introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Requirements
  • Previous success in building relationships and recommending solutions.
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations.
  • Keen ability to present complex solutions to a knowledgeable client base.
  • Degree and/or other professional certifications are helpful.
What We Offer
  • A competitive total rewards package, including a stable base salary, to recognize associate achievements.
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
  • A steadfast commitment to our clients while making a positive impact in the community.


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