Talent.com
Financial Advisor
Financial AdvisorFidelity Investments • Woodacre, CA, United States
Financial Advisor

Financial Advisor

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

Job Description :

If you want to focus on nurturing client relationships and creating comprehensive financial plans rather than sourcing new clients, consider joining a leading team in the financial industry. At Fidelity, we offer a unique business model that provides you with an existing client base and institutional leads, ensuring you can dedicate your time to fostering relationships and delivering value to our clients.

The Purpose of Your Role :

In this role, you will work directly with clients in our Investor Center, providing personalized financial guidance and helping to enhance our firm's brand. You will receive support from a robust open architecture product platform and top-tier resources in the financial sector, allowing you to deepen connections with our loyal clientele.

The Expertise We're Looking For :

  • Proven success in developing relationships, identifying client needs, and recommending tailored solutions.
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed or the ability to acquire these upon hire.
  • Strong capability to communicate complex solutions to an informed client base while establishing trust and credibility.
  • A degree and / or professional certifications are advantageous; if you do not possess a CFP or degree, our Tuition Reimbursement program can assist you in obtaining one.

The Skills You Bring :

  • Expertise in introducing clients to various investment strategies while engaging in meaningful conversations centered on their needs.
  • A coachable, collaborative, and curious mindset.
  • A commitment to delivering exceptional customer experiences and a passion for helping others succeed.
  • Results-driven, proactive in initiating solutions, and consistently exceeding client expectations.
  • Extensive knowledge of investment offerings.
  • Our Investments in You :

    At Fidelity, our greatest asset is our people. We provide a competitive total rewards package, including a stable base salary that reflects your achievements. Our benefits are designed to help you maintain a healthy work-life balance, including extensive training opportunities to support your career growth.

    The Value You Deliver :

  • Your integrity, insights, and interpersonal skills will help you mentor clients as they pursue their retirement goals.
  • You will provide comprehensive investment solutions and retirement plans tailored to client needs now and into the future.
  • You will engage clients through face-to-face interactions, showcasing your relationship-building abilities.
  • Committed to your clients, you will strive to make a positive impact in the community.
  • The base salary range for this position is $55,000 - $75,000 per year, with variability based on job responsibilities, scope, location, and relevant experience.

    This position includes a total compensation package that may feature bonuses or other variable compensation based on eligibility criteria.

    We offer a comprehensive array of benefits to support your evolving needs, including healthcare coverage, emotional well-being support, market-leading retirement options, generous paid time off and parental leave, charitable matching, and educational assistance programs for professional development, including student loan repayment and tuition reimbursement. Please note, the application process will close once the position is filled or unposted.

    Most positions at Fidelity are hybrid, requiring associates to work onsite every other week (Monday through Friday) in a Fidelity office. This does not apply to fully remote or on-site roles.

    Please be aware that Fidelity's operations are governed by various financial regulations which may affect employment eligibility based on criminal history.

    Create a job alert for this search

    Financial Advisor • Woodacre, CA, United States

    Related jobs
    Financial Advisor

    Financial Advisor

    San Francisco Federal Credit Union • San Francisco, CA, United States
    Full-time
    With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. San Francisco and San Mateo County....Show more
    Last updated: 2 days ago • Promoted
    Senior Financial Advisor

    Senior Financial Advisor

    Summitry • San Mateo, CA, United States
    Full-time
    Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees, and more than 1,000 clients. We provide personalized financial planning and investment st...Show more
    Last updated: 18 hours ago • Promoted • New!
    Financial Solutions Advisor Registration Candidate- Silicon Valley Area

    Financial Solutions Advisor Registration Candidate- Silicon Valley Area

    Bank of America • San Carlos, CA, United States
    Full-time
    Financial Solutions Advisor Registration Candidate- Silicon Valley Area.Cupertino, California;Mountain View, California; Menlo Park, California. Cupertino, California; Palo Alto, California; Sunnyv...Show more
    Last updated: 2 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Fidelity Investments • Bolinas, CA, United States
    Full-time
    If you are looking to focus on deepening client relationships and crafting sophisticated financial strategies, consider joining a team that is a recognized leader in the financial industry.At Fidel...Show more
    Last updated: 2 days ago • Promoted
    Wealth Advisor - Schwab Wealth Advisory

    Wealth Advisor - Schwab Wealth Advisory

    Charles Schwab • SAN FRANCISCO, CA, United States
    Full-time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor - San Francisco Federal Credit Union

    Financial Advisor - San Francisco Federal Credit Union

    LPL Financial Holdings, Inc. • San Francisco, CA, United States
    Full-time
    San Francisco Federal Credit Union.Your career path should lead to real opportunity.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients....Show more
    Last updated: 2 days ago • Promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    Support.com • San Francisco, CA, United States
    Full-time
    As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional client experience with a robust platform of investments, credit, trust and planning solution...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    Redwood Credit Union • San Rafael, CA, United States
    Full-time
    Redwood Credit Union is looking for a Financial Advisor who will provide investment, retirement, annuity, advisory, educational investment planning, and advice, as licensed, to Members in an assign...Show more
    Last updated: 2 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Empirical Wealth Management • San Francisco, California, United States, 94104
    Full-time
    About Empirical Wealth Management.Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals ...Show more
    Last updated: 30+ days ago
    Senior Wealth Advisor (Hybrid- San Francisco)

    Senior Wealth Advisor (Hybrid- San Francisco)

    Mercer Advisors • San Francisco, CA, United States
    Full-time
    Senior Wealth Advisor (Hybrid- San Francisco).For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, ...Show more
    Last updated: 22 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • San Francisco, CA, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more
    Last updated: 2 days ago • Promoted
    US Experienced Financial Advisor

    US Experienced Financial Advisor

    Edward Jones • San Francisco, CA, United States
    Full-time
    We're bullish about your future here.Your experience is valuable to us - and we know you have options.But we offer something the competition simply can't : our unique branch-team business model.One ...Show more
    Last updated: 2 days ago • Promoted
    Private Wealth Advisor

    Private Wealth Advisor

    ECG Resources, Inc. • San Francisco, CA, United States
    Full-time
    Privately Held Multi-Trillion Dollar Investment Firm seeks a SVP / Private Wealth Advisor in San Francisco to join an exclusive Private Client team and serve as primary point of contact for UHNW clie...Show more
    Last updated: 2 days ago • Promoted
    Financial Solutions Advisor - Oakland / Richmond Area

    Financial Solutions Advisor - Oakland / Richmond Area

    Bank of America • Albany, CA, United States
    Full-time
    Financial Solutions Advisor - Oakland / Richmond Area.Albany, California;Piedmont, California; Oakland, California.To proceed with your application, you must be at least 18 years of age.To proceed wi...Show more
    Last updated: 2 days ago • Promoted
    Financial Advisor

    Financial Advisor

    UBS • San Francisco, CA, United States
    Full-time
    Do you take pride in helping people and deliver an exceptional client experience? Are you passionate about helping others with their financial goals? Do you have experience as a licensed financial ...Show more
    Last updated: 2 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • San Francisco, CA, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more
    Last updated: 2 days ago • Promoted
    Finacial Advisor

    Finacial Advisor

    TradeJobsWorkForce • 94171 San Francisco, CA, US
    Full-time
    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    TradeJobsWorkforce • 94129 San Francisco, CA, US
    Full-time
    Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...Show more
    Last updated: 30+ days ago • Promoted