Financial Advisor
2 days ago
At Fidelity Investments, we recognize the immense value of your exceptional knowledge and integrity. You will play a pivotal role in guiding clients through their wealth management and retirement planning strategies, fostering long-term trust and relationships. Join our team, where we invest in your growth with top-tier products, advanced technology, and a leading investment platform.
What We Are Looking For:
FINRA Series 7 & 63 required prior to hire.
Series 65 and/or 66 and state registrations are required within 3 months of hiring.
A proven track record of working with high net worth clients.
A CFP designation is preferred; if you don’t have one, our Tuition Reimbursement program can support your pursuit of it.
Your Role's Purpose:
With our open architecture product platform and exceptional resources at your disposal, you will deepen relationships with our existing client base. Your motivational and leadership skills will be essential in offering tailored investment solutions and acquiring new clients.
Key Skills You Bring:
A profound understanding of financial markets and the ability to clearly explain complex financial concepts to clients.
A remarkable knowledge of investment products.
Skillful at introducing clients to diverse investment strategies while fostering positive client engagements.
Collaborate effectively with various business partners to create unparalleled customer experiences that meet diverse investment needs.
The Value You Bring:
Enjoy a focus on impactful client relationships rather than prospecting, allowing you to excel in comprehensive financial planning.
Your integrity, insights, and planning skills will help guide customers towards achieving their retirement goals.
Empower clients by educating them about the technology and tools available for managing their investments.
Our Commitment to You:
We believe in a holistic approach to life, and our compensation packages reflect the value we place on our people. Explore our competitive total rewards package, which includes a stable base salary and ample benefits to support you and your loved ones.
Your Impact on Our Organization:
As part of our Investor Center team, you will engage directly with clients, providing mentorship and personalized planning while extending Fidelity's brand. Backed by Fidelity's extensive resources, you will deliver comprehensive investment advice and cultivate long-lasting relationships—setting the stage for your personal and professional growth.
Please note that most roles at Fidelity are hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to remote or fully onsite roles.
Additionally, please be aware that Fidelity's hiring practices are guided by laws and regulations concerning the securities industry. These may restrict our ability to hire individuals with certain criminal histories.
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