Job Description :
If you're ready to focus on deepening relationships and crafting complex financial plans without the hassle of sourcing new clients, we invite you to join our team, a leader in the financial industry. At Fidelity, you will find a supportive environment geared towards your professional growth and success, enhanced by an existing client base and institutional business referrals that are second to none.
The Purpose of Your Role :
In this pivotal position within our Investor Center, you will engage directly with customers, providing personalized planning and guidance while extending our firm's prestigious brand reach. You will have access to an open architecture product platform and top-tier resources to help you develop lasting client relationships.
The Expertise We're Looking For :
The Skills You Bring :
Our Investments in You :
At Fidelity, we believe our people are our greatest asset. Our competitive compensation package includes a stable base salary to reward your achievements. We offer comprehensive benefits to aid you in achieving the right balance in life, including extensive training opportunities both in-branch and nationally to enhance all aspects of your business.
The Value You Deliver :
The base salary range for this role is $60,000 - $75,000 per year, depending on factors like job responsibilities, geographic location, and relevant experience.
Note that this salary is part of a broader total compensation package which may include bonuses or variable compensation based on position and eligibility criteria.
Our extensive range of benefits is tailored to meet your evolving needs, providing services such as comprehensive health coverage, market-leading retirement options, generous paid time off, parental leave, charitable giving programs, and educational assistance including student loan repayment and tuition reimbursement.
Important Note : Fidelity's operations are governed by various regulations that may restrict hiring individuals with certain criminal backgrounds.
Financial Advisor • Morgan Hill, CA, United States