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Financial Advisor
Financial AdvisorFidelity Investments • Morgan Hill, CA, United States
Financial Advisor

Financial Advisor

Fidelity Investments • Morgan Hill, CA, United States
8 hours ago
Job type
  • Full-time
Job description

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 :

  • Proven track record of building strong relationships, identifying client needs, and delivering tailored solutions.
  • Possession of FINRA Series 7 & 63 licenses; Series 65 or 66 licensed with appropriate state registrations, or the capability and plan to acquire Series 65 / 66 upon hire.
  • Ability to present intricate financial solutions confidently to a well-informed clientele while establishing credibility and rapport.
  • A degree and / or professional certifications (such as CFP) are advantageous; if you do not currently hold a CFP or degree, you can benefit from our Tuition Reimbursement program.

The Skills You Bring :

  • Ability to thoughtfully introduce various investment strategies and engage positively in client-centered discussions.
  • Exhibit coachability, collaboration, and curiosity as your core attributes.
  • Dedicated to providing exceptional customer experiences while supporting client success.
  • Results-driven and proactive in finding solutions to surpass client expectations.
  • In-depth knowledge of investment solutions.
  • 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 :

  • Your integrity, insights, and interpersonal skills empower you to assist clients in reaching their retirement objectives.
  • Offer comprehensive investment solutions and retirement planning to fulfill current and future client needs.
  • Effectively connect with clients through personal interactions, showcasing your relationship-building abilities.
  • Exhibit a steadfast commitment to client support and positive community impact.
  • 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.

  • Location :
  • This is a hybrid position requiring in-office work every other week (Monday to Friday) at a Fidelity office. Specific details regarding office locations will be disclosed during the hiring process.
  • Important Note : Fidelity's operations are governed by various regulations that may restrict hiring individuals with certain criminal backgrounds.

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    Financial Advisor • Morgan Hill, CA, United States