Financial Advisor

Are you ready to elevate your financial career? If you prefer spending your time deepening client relationships and crafting comprehensive financial strategies rather than constantly sourcing new clients, we have the perfect opportunity for you! Join a leading team at Fidelity, where our unmatched business model provides you with an established client base and excellent sources of business.

Your Role : As a key member of our Investor Center, you will connect face-to-face with clients, offering personalized planning and guidance while enhancing the firm's brand. We provide robust support, an open architecture product platform, and leading resources in the financial industry, allowing you to focus on strengthening client relationships.

What We Value in You :

• Proven success in building strong relationships, identifying client needs, and recommending tailored solutions.
• Current licensing : FINRA Series 7 & 63, with Series 65 or 66 licenses required upon hire.
• A talent for presenting sophisticated solutions to a knowledgeable clientele while building rapport and credibility.
• Hold a degree or relevant certifications; if not, our Tuition Reimbursement program can support your educational goals.

Your Skills :

Our Commitment to You : At Fidelity, our greatest asset is our people, and we take a holistic approach to life and work. You can expect :

Please note, most roles at Fidelity are Hybrid, requiring you to work onsite every other week (Monday through Friday) in our office located at 1 Market St, San Francisco, CA.

As you consider this opportunity, be aware that Fidelity's hiring policies comply with all applicable Securities Exchange Act provisions and investment regulations, which may affect our hiring criteria.