Financial Advisor

Job Description :

If you are looking to focus on deepening client relationships and crafting sophisticated financial strategies, consider joining a team that is a recognized leader in the financial industry. At Fidelity, we provide a proven business model with an established client base and unparalleled sources of institutional business, allowing you to thrive in your career.

The Purpose of Your Role

As part of our Investor Center, you will engage directly with clients to offer personalized financial planning and guidance, helping to enhance the firm's brand. You will benefit from a comprehensive product platform and exceptional resources as you cultivate connections with our existing clients.

The Expertise We're Looking For

Track record of building strong client relationships and delivering tailored financial solutions.

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or the willingness to obtain these upon hire.

Strong ability to explain complex financial strategies to an informed client base while establishing trust and rapport.

A degree and / or relevant professional certifications (CFP) are advantageous; if you lack these, our Tuition Reimbursement program can assist.

The Skills You Bring

Your ability to adeptly discuss various investment strategies and integrate additional client assets during constructive, client-focused conversations.

You excel at being coachable, collaborative, and genuinely inquisitive.

You are dedicated to providing an exceptional customer experience with a focus on helping clients succeed.

You are results-oriented and proactive, always aiming to exceed client expectations.

You possess extensive knowledge of investment products and solutions.

Our Investments in You

At Fidelity, our greatest asset is our people. We recognize your contributions through a competitive rewards package, including a stable base salary, and we offer benefits designed to help you and your family achieve a healthy work-life balance. You will receive thorough training both in our offices and through virtual platforms to ensure you are well-equipped to succeed.

The Value You Deliver

Your integrity, strategic insights, and attentive planning enable you to guide clients as they pursue their retirement goals.

You provide comprehensive investment solutions and retirement planning tailored to our clients' current and future needs.

You connect with clients through personal interactions, showcasing your excellent communication and relationship-building skills.

You are committed to supporting your clients while positively impacting the community.

The base salary range for this position is $60,000 - $75,000 per year, with placement depending on job responsibilities, geographic location, and pertinent experience. This role includes a total compensation package that may feature bonuses or additional benefits. We also offer a range of benefits to support your evolving needs, including comprehensive healthcare, retirement plans, generous paid time off, parental leave, and educational assistance.

Please note that most roles at Fidelity are hybrid, requiring employees to work onsite every other week in a Fidelity office from Monday to Friday. This may not apply to remote or fully onsite roles.

Fidelity's operations are subject to various securities laws and regulations, which may affect our hiring practices regarding applicants with certain criminal histories.