Financial Advisor

2 days ago

Citrus Heights, CA, United States Fidelity Investments Full time

If you are seeking to focus on building enduring client relationships and crafting intricate financial plans rather than spending your time on client acquisition, consider joining our esteemed team. At Fidelity, we provide a robust business model with an established client base and exceptional sources of new business, creating a unique opportunity for your professional growth.

This role, based in our Investor Center, enables you to engage with clients face-to-face, offering tailored guidance and personalized financial planning while enhancing the visibility of our firm. You'll benefit from a comprehensive product platform and industry-leading resources as you develop strong connections with an existing clientele.

The Expertise We're Looking For:

  • A proven track record of cultivating relationships, identifying client needs, and delivering effective solutions.
  • FINRA Series 7 & 63 licenses; Series 65 or 66 licenses are required or must be obtained upon hire.
  • Strong ability to articulate complex financial solutions to knowledgeable clients while building trust and credibility.
  • A degree or professional certifications are beneficial; we offer a Tuition Reimbursement program to help you achieve your CFP or further educational goals.

The Skills You Bring:

  • Proficiency in introducing various investment strategies to clients while effectively consolidating their assets.
  • Your adaptability, teamwork, and inquisitiveness define your approach to client interactions.
  • A commitment to providing an exceptional customer experience and a passion for empowering clients.
  • Motivated to achieve outstanding results and proactively seek solutions that exceed client expectations.
  • Extensive knowledge of investment options and strategies.

Our Investment in You:

At Fidelity, we recognize that our strength lies in our people. We offer a competitive total rewards package, including a stable base salary to acknowledge your contributions. Our benefits support a healthy work-life balance and include comprehensive healthcare, market-leading retirement plans, generous paid time off, parental leave, and educational assistance, such as tuition reimbursement and a student loan repayment program. Note that the application window will close once this position is filled.

Please be aware that most roles at Fidelity operate in a hybrid model, requiring in-office attendance every other week (Monday to Friday). This does not apply to fully remote or onsite roles.

Fidelity adheres to the regulations of the Securities Exchange Act of 1934, Investment Advisers Act of 1940, and related laws, which may restrict hiring individuals with specific criminal histories.

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