Financial specialist Jobs in Sterling Heights, MI

Are you ready to transition from finding new clients to focusing on deepening relationships and crafting intricate financial plans? Join a leading firm in the financial services sector that offers a robust business model with an established client base and unmatched institutional business sources. At Fidelity, we champion your professional growth and provide the flexibility and support you need for enduring success—for both you and our clients.

Your Role's Purpose :

As a Financial Advisor in our Investor Center, you will engage face-to-face with clients, providing tailored guidance and financial planning, while enhancing the reach of our brand. We equip you with an open architecture product platform and premier resources in the financial industry, enabling you to foster strong relationships with our esteemed existing clientele.

What We Are Looking For :

• A proven track record in building relationships, identifying client needs, and offering effective solutions
• Possession of FINRA Series 7 & 63 licenses; Series 65 or 66 licenses are also required or the ability to obtain them upon hiring
• Adeptness in presenting intricate solutions to an informed clientele while establishing trust and rapport
• Having a relevant degree and / or professional certifications is advantageous; our Tuition Reimbursement program can assist you in obtaining a CFP or degree if you do not have one already

The Skills You Bring :

What We Offer :

At Fidelity, our greatest asset is our team. We believe in a holistic approach to life and prioritize your well-being. Our comprehensive total rewards package includes a competitive base salary to acknowledge your achievements. We offer a variety of benefit programs designed to help you and your family achieve balance. You will receive extensive training in-branch, regionally, nationally, and virtually to ensure your success—we guarantee you won't struggle due to a lack of training!

The Value You Deliver :

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

Please note that most positions at Fidelity are hybrid, requiring associates to work onsite every other week (from Monday to Friday) in a Fidelity office. This policy does not apply to fully remote or onsite roles.

Fidelity's operations are subject to numerous regulations, including the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, and various state laws. These regulations may limit Fidelity's ability to hire individuals with specific criminal histories.