Financial Advisor

Are you ready to focus on building deeper relationships with clients rather than dedicating your time to client acquisition? Join a respected team in the financial industry that provides an unparalleled business model, complete with an existing client base and substantial institutional business referrals. At Fidelity, we prioritize your professional growth and well-being, empowering you to achieve long-term success for both you and your clients.

The Purpose of Your Role

As a Financial Advisor in our Investor Center, you will have the opportunity to engage face-to-face with clients, offering personalized guidance and financial planning while enhancing our firm's brand. With access to a comprehensive product platform and top-tier resources in the financial industry, you can focus on nurturing relationships with an established client base.

The Expertise We're Looking For

• Proven track record in relationship building and needs analysis, with the ability to recommend effective solutions.
• Possession of FINRA Series 7 & 63 licenses, and either Series 65 or 66 licenses (or the ability to acquire them upon hire).
• A talent for presenting complex financial solutions effectively, while establishing rapport and credibility with knowledgeable clients.
• A degree and/or relevant professional certifications are advantageous; if you lack a CFP or degree, our Tuition Reimbursement program can assist you in obtaining one.

The Skills You Bring

• Adept at introducing clients to various investment strategies and engaging in fruitful, client-focused discussions to bring additional client assets.
• Your collaborative, coachable, and curious nature drives everything you do.
• You are passionate about delivering an exceptional customer experience and seeing clients thrive.
• Results-oriented, you proactively find solutions that surpass client expectations.
• You possess extensive knowledge of investment solutions.

Our Investments in You

Fidelity believes that our greatest asset is our people. We offer a competitive total rewards package, including a stable base salary, to recognize your achievements. Our benefits programs are tailored to help you and your family achieve a healthy work-life balance, and we provide comprehensive training opportunities through in-branch, regional, national, and virtual formats, ensuring you receive the support you need for success.

The Value You Deliver

• Your integrity, insight, and attention to detail empower you to mentor and support clients in achieving their retirement goals.
• Delivering comprehensive investment solutions and retirement plans that cater to your clients' current and future needs.
• Engaging effectively with clients through personal interactions, showcasing your excellent communication and relationship-building skills.
• Your unwavering commitment to clients makes a positive impact in the community.

The base salary for this position ranges from $60,000 to $75,000 annually, dependent on job responsibilities, geographic location, relevant experience, and other factors. Base salary is only one component of the total compensation package, which may also include bonuses or other variable compensation based on position and eligibility requirements.

Fidelity offers a robust suite of benefits designed to meet your evolving needs, including comprehensive healthcare coverage, market-leading retirement options, generous paid time off, and educational assistance programs, such as tuition reimbursement and student loan repayment. Please note, the application window closes once the position is filled or unposted.

Most roles at Fidelity operate in a Hybrid model, necessitating onsite work every other week (Monday to Friday) at a Fidelity office. This policy does not apply to Remote or fully Onsite roles.

Fidelity's business operates under the provisions of various financial regulations, which may affect our hiring practices in relation to candidates with certain criminal histories.