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 :
The Skills You Bring :
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 :
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.
Financial Advisor • Woodacre, CA, United States