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Financial Advisor

Financial Advisor

Fidelity InvestmentsMoss Beach, CA, United States
9 days ago
Job type
  • Full-time
Job description

Are you ready to focus on fostering deep relationships and crafting intricate financial plans instead of constantly hunting for new clients? If so, you should consider joining Fidelity, a leading firm in the financial services industry. With us, you will benefit from a unique business model centered around an established client base and strong institutional business referrals. We are committed to supporting your professional growth and ensuring a flexible work environment, guaranteeing long-term success for you and your clients.

Your Role :

As part of our Investor Center team, you will engage directly with clients, providing tailored guidance and personalized financial planning while enhancing the visibility of our brand. You will have access to an extensive array of financial products and top-tier resources in the industry, allowing you to build strong relationships with our existing client base.

What We Are Looking For :

  • Demonstrated success in relationship building, identifying client needs, and recommending tailored solutions.
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or the ability to obtain Series 65 / 66 upon hire.
  • Strong ability to effectively communicate complex investment solutions while developing rapport with knowledgeable clients.
  • A degree and / or additional professional certifications are advantageous; if you lack a CFP or relevant degree, you can take advantage of our Tuition Reimbursement program to obtain one.

The Skills You Bring :

  • Expertise in introducing clients to diverse investment strategies and consolidating client assets through engaging discussions.
  • A coachable and collaborative approach combined with curiosity.
  • Dedication to providing exceptional customer experiences and a passion for supporting others in achieving their financial goals.
  • Results-oriented with a proactive mindset aimed at finding solutions and surpassing client expectations.
  • In-depth knowledge of various investment solutions.
  • What We Offer You :

    At Fidelity, our greatest asset is our people. We are devoted to supporting you both personally and professionally through a comprehensive total rewards package, featuring a competitive base salary. Our benefits are designed to help you balance work and life commitments effectively. We provide training at local, regional, national, and virtual levels to assist you in all business facets. You will be equipped for success through our focused training and onboarding!

    Your Impact :

  • Your integrity and interpersonal skills enable you to mentor clients as they work toward retirement goals.
  • You will provide comprehensive investment solutions and retirement planning to meet clients' current and future needs.
  • Engage clients through personal interactions, enhancing your communication and relationship-building skills.
  • You will demonstrate unwavering commitment to clients, making a positive impact in your community.
  • The base salary for this position ranges from $55,000 to $75,000 annually, with placement depending on experience, job responsibilities, and geographic location.

    Note that base salary is only part of the overall compensation package, which may also include bonuses and other variable components based on eligibility and specific roles.

    We offer a wide array of benefits catering to your evolving needs, including comprehensive health coverage, emotional well-being support, industry-leading retirement plans, generous paid time off, parental leave, a charitable matching program, and educational assistance for career development.

    Please note that application submissions will close when the position is filled or no longer posted.

    Most roles at Fidelity follow a hybrid model, requiring associates to work on-site every other week (Monday to Friday). This does not apply to fully remote or fully on-site roles.

    Be aware that Fidelity's business operations are governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, and various other regulations. As such, hiring may be restricted for individuals with certain criminal histories.

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    Financial Advisor • Moss Beach, CA, United States