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Financial Advisor
Financial AdvisorFidelity Investments • Palo Alto, CA, United States
Financial Advisor

Financial Advisor

Fidelity Investments • Palo Alto, CA, United States
2 days ago
Job type
  • Full-time
Job description

Join a leading financial services firm as a Financial Consultant, where you can focus on building deep, lasting relationships with clients rather than spending time on client acquisition. At Fidelity, we provide you with a robust existing client base and valuable business sources that stand out in the industry. Experience professional growth, flexibility, and unmatched support to foster your long-term success and that of your clients.

The Purpose of Your Role :

As a member of our Investor Center team, you will engage personally with clients to offer tailored financial guidance and planning. You will strengthen the firm’s brand while receiving industry-leading resources and an expansive open architecture product platform to enrich client relationships.

The Expertise We're Looking For :

  • Demonstrated success in relationship building, identifying needs, and presenting effective solutions.
  • Possession of FINRA Series 7 & 63 licenses; Series 65 or 66 licenses and relevant state registrations or the ability to acquire them upon hire.
  • Proven ability to explain complex financial solutions to knowledgeable clients while establishing trust and credibility.
  • A degree or other professional certifications are beneficial; our Tuition Reimbursement program can help you pursue a CFP or degree if you don’t already have one.

The Skills You Bring :

  • Skillful in engaging clients with various investment strategies and consolidating their assets through thoughtful discussions.
  • Coachability, collaboration, and curiosity as core attributes.
  • A passion for delivering an outstanding customer experience and seeing others succeed.
  • Results-driven with a proactive approach to finding effective solutions that exceed client expectations.
  • Comprehensive knowledge of investment products and strategies.
  • Our Investments in You :

    At Fidelity, we value our people and advocate for a holistic approach to life. We offer a competitive total rewards package, including a stable base salary, comprehensive benefits, and numerous opportunities for training and development. Your success is important to us, and we ensure you will receive exceptional training and onboarding support!

    The Value You Deliver :

  • Your integrity, insights, and planning skills empower you to mentor clients as they pursue their retirement goals.
  • Provide comprehensive investment and retirement planning solutions to meet clients’ current and future needs.
  • Engage clients effectively through personal interactions, showcasing your communication and relationship-building skills.
  • Demonstrate a steadfast commitment to your clients, positively impacting the community.
  • The base salary for this role ranges from $60,000 to $75,000 annually, depending on responsibilities, geographic location, relevant experience, and various other factors. Additional compensation may include bonuses based on performance.

    Our benefits package is designed to support your evolving needs for a fulfilling work-life balance, offering healthcare coverage, emotional wellness support, market-leading retirement options, generous paid time off, parental leave, an employee matching program for charitable giving, and educational assistance including tuition reimbursement.

    Please note that most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (Monday to Friday) in a Fidelity office. This may not apply to positions that are fully Remote or Onsite.

    Fidelity's operations comply with the regulations of the Securities Exchange Act, Investment Advisers Act, Investment Company Act, ERISA, and other self-regulatory rules. These laws may limit Fidelity's ability to hire individuals with certain criminal backgrounds.

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    Financial Advisor • Palo Alto, CA, United States

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