Financial aid Jobs in Ontario, CA

Are you ready to focus on deepening relationships and crafting intricate financial plans instead of constantly seeking new clients? Join a team that is a leader in the financial industry, where you can thrive with an established client base and unparalleled institutional business support. At Fidelity, you will have the opportunity for professional growth, flexibility, and the backing you need for long-term success for yourself and your clients.

Your Role :

In our Investor Center, you'll engage directly with clients, offering them personalized guidance and financial planning. This is your chance to enhance the firm's brand while benefiting from a rich product platform and premier industry resources, all while nurturing existing customer relationships.

What We’re Looking For :

• Demonstrated success in building and maintaining relationships, identifying needs, and recommending tailored financial solutions.
• Licenses : FINRA Series 7 and 63 required; Series 65 or 66 licensed or able to obtain upon hire.
• Ability to clearly present complex financial solutions and build credibility with knowledgeable clients.
• A degree or professional certifications are advantageous; Fidelity offers a Tuition Reimbursement program to help you achieve your CFP or degree.

The Skills You Bring :

What We Offer You :

At Fidelity, our team is our greatest asset. We believe in supporting a holistic approach to life. We provide a competitive total rewards package, including a stable base salary, to acknowledge and reward your contributions. Our benefit programs are designed to help you achieve work-life balance, offering extensive training and resources for your professional development.

The Impact You Will Have :

The base salary for this role ranges from $60,000 to $75,000 annually, depending on various factors including responsibilities, geographic location, and relevant experience. Total compensation may also include bonuses or variable pay. Fidelity is committed to providing comprehensive benefits such as healthcare coverage, retirement plans, paid time off, parental leave, charitable giving programs, and education support—including student loan repayment, tuition reimbursement, and career development resources. Please note, this position is based in our office located at [insert precise work address], and roles at Fidelity typically follow a hybrid model requiring onsite attendance every other week (Monday to Friday).

Be aware that Fidelity’s hiring practices are influenced by laws and regulations governing financial activities; certain criminal histories may impact eligibility for this role.