Financial Advisor

Job Description :

If you're ready to move beyond the hassle of sourcing new clients and focus on developing meaningful relationships and crafting intricate financial plans, we have the perfect opportunity for you. Join a prestigious industry leader where you can thrive with a robust business model that provides access to a diverse client base and ample institutional leads. At Fidelity, we prioritize your professional development, offer flexibility, and provide unwavering support for your long-term success.

The Purpose of Your Role

In this position, you'll work in our Investor Center, engaging face-to-face with clients to offer tailored guidance and financial planning. You will play a critical role in amplifying the firm's brand while nurturing relationships with an established client base, backed by a premier open architecture product platform and top-tier resources in the financial sector.

The Expertise We're Looking For

• Proven success in relationship building, identifying client needs, and recommending effective solutions.
• FINRA Series 7 & 63 licenses; Series 65 or 66 licenses and relevant state registrations, or the willingness to obtain Series 65 / 66 upon hiring.
• Ability to present complex financial solutions to a knowledgeable clientele while fostering rapport and trust.
• A degree and / or relevant professional certifications are advantageous; if you don't possess a CFP or degree, our Tuition Reimbursement program can assist you in achieving one.

The Skills You Bring

Our Investments in You

At Fidelity, our most vital asset is our people, and we believe in a comprehensive approach to life. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefits are designed to help you and your family find balance. You'll receive comprehensive training in-branch, regionally, nationally, and virtually to ensure your success. We promise you won’t fail due to insufficient training or onboarding!

The Value You Deliver

Certifications : Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

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.

Please note that Fidelity's operations are governed by various regulations, including the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, and the Investment Company Act of 1940, among others. Certain criminal histories may restrict Fidelity from hiring or associating with specific individuals.