Financial Advisor

With your exceptional expertise and unwavering integrity, you will be the trusted financial partner for our clients. Join our team, which is dedicated to investing in your growth through leading product and service offerings, advanced technology, and a premier investment platform. Your focus will be on building enduring relationships with clients, providing them with peace of mind as you guide them through wealth management and retirement planning strategies.

The Expertise We're Seeking

FINRA Series 7 & 63 required prior to hire.

Series 65 and / or 66 state registrations should be completed within 3 months of hire.

Experience with High Net Worth clients is essential.

A CFP designation is preferred; if you don't have it, our Tuition Reimbursement program is available to assist you with obtaining it.

Your Role's Purpose

We wholeheartedly support you with a comprehensive product platform and top-tier resources in the financial sector, allowing you to nurture relationships with our existing client base. Your motivation, focus, and leadership abilities are vital as you provide tailored investment solutions and help broaden our reach by acquiring new customers.

The Skills You Bring

You possess a deep understanding of financial markets, enabling you to simplify complex financial concepts while building strong rapport and credibility with your valued clientele.

Exceptional knowledge of investment products.

Proficiency in introducing clients to diverse investment strategies in a thoughtful manner, engaging in positive, client-centered discussions.

Collaboration with multiple business partners is critical to crafting a superior customer experience and meeting varied investment needs.

The Value You Provide

Your focus shifts away from cold calling to making meaningful impacts in your clients' lives through deepening relationships and sophisticated financial planning.

Your integrity, insight, and meticulous approach enable you to mentor and guide clients toward achieving their retirement goals.

You will educate clients on utilizing available technology and channels to efficiently monitor and manage their investments.

Our Investment in You

We understand the importance of a holistic approach to life. At Fidelity, our greatest asset is our people, and our benefits programs are tailored to help you and your loved ones achieve balance. We offer a competitive total rewards package, including a stable base salary, recognizing and rewarding your achievements.

How Your Work Impacts the Organization

Working in our Investor Center, you will engage face-to-face with clients, providing mentorship and personalized planning, while amplifying the reach of our brand. With Fidelity's open architecture, you can offer thorough investment guidance and cultivate long-lasting relationships. You will have the support of a comprehensive team of professionals, unrestricted access to industry-leading resources and tools, and a competitive compensation package with excellent benefits. While you build relationships here, you are simultaneously developing your career!