Financial Advisor

3 days ago

Burlingame, California, United States Fidelity Investments Full time
About the Role

Fidelity Investments is seeking a highly skilled and motivated Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.

Key Responsibilities
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement comprehensive investment plans tailored to each client's unique situation.
  • Stay up-to-date on market trends and economic conditions to provide informed investment advice.
  • Collaborate with other Fidelity teams to ensure seamless delivery of services to clients.
Requirements
  • FINRA Series 7 & 63 licenses; Series 65 or 66 licenses and appropriate state registrations.
  • Strong communication and interpersonal skills to effectively engage with clients.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • High school diploma or equivalent required; degree in finance or related field preferred.
What We Offer
  • A competitive base salary range of $55,000 - $75,000 per year.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
  • Opportunities for professional growth and development through training and education programs.
  • A dynamic and supportive work environment with a team of experienced professionals.

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