Financial Advisor

2 weeks ago


South Bend, Indiana, United States Fidelity Investments Full time
About the Role

We are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals.

Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions.
  • Develop and implement comprehensive financial plans, leveraging your expertise in investment solutions and retirement planning.
  • Collaborate with colleagues to share knowledge and best practices, ensuring exceptional client experiences.
  • Stay up-to-date with industry trends and regulatory requirements, maintaining your FINRA Series 7 & 63 licenses and Series 65 or 66 licenses as needed.
What We Offer

Fidelity Investments is committed to supporting your growth and success. We offer a competitive total rewards package, including a stable base salary, and a comprehensive benefits program designed to help you balance your work and personal life.

Requirements
  • Previous experience in building relationships and providing financial guidance to clients.
  • Strong communication and interpersonal skills, with the ability to present complex solutions in a clear and concise manner.
  • Ability to work collaboratively as part of a team, with a focus on delivering exceptional client experiences.
  • Series 65 or 66 licenses, or the ability to acquire them upon hire.
Certifications

Fidelity Investments is committed to the highest standards of professionalism and expertise. Our team members hold various certifications, including the Certified Financial Planner (CFP) designation.


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