Financial Advisor

19 hours ago


Center Valley, Pennsylvania, United States Fidelity TalentSource LLC Full time

Job Summary:

Fidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives.

About the Role:

This is a unique opportunity to work with a stable industry leader and leverage our business model with an existing client base and institutional feeders of business. You will have the flexibility to deepen relationships and create complex financial plans, while also having the support of our open architecture product platform and top resources in the financial industry.

Key Responsibilities:

  • Build relationships with clients to understand their financial needs and provide personalized investment solutions
  • Develop and implement comprehensive investment plans to help clients achieve their financial goals
  • Stay up-to-date with industry trends and developments to provide expert advice to clients
  • Collaborate with internal teams to ensure seamless delivery of services to clients

Requirements:

  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Previous success in building relationships, uncovering needs, and recommending solutions
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

What We Offer:

Fidelity TalentSource LLC offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

About Fidelity TalentSource LLC:

Fidelity TalentSource LLC is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Equal Opportunity Employer:

Fidelity TalentSource LLC is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.


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