Are you ready to focus on building lasting relationships and developing intricate financial plans rather than chasing new clients? Join a team that stands out as a leader in the financial industry. Fidelity offers a unique business model that provides you with an established client base and unparalleled institutional support.
As a Financial Advisor in our Investor Center, you will engage directly with clients, offering tailored advice and personalized financial planning while enhancing our firm's brand recognition. You will have access to a comprehensive range of products and resources, allowing you to cultivate relationships with a solid existing client base.
What We Are Looking For :
Skills We Value :
What We Offer You :
At Fidelity, we consider our people our greatest asset and recognize the importance of a holistic approach to life. We provide a competitive total rewards package, including a stable base salary, to appreciate your performance. Our benefits programs are tailored to help you and your family achieve work-life balance. Comprehensive training will be provided within our branches, regions, and virtually to ensure you have all the tools needed to succeed.
Your Impact :
The salary range for this role is $55,000 - $75,000 per year, based on various factors. Additionally, the total compensation package may include bonuses or other variable compensation.
Fidelity offers an extensive benefits package designed to support your evolving needs, including health coverage, retirement plans, generous paid time off, parental leave, charitable giving matching, and educational assistance such as student loan repayment and tuition reimbursement. Note that the application period will close once the position is filled or removed.
Most positions at Fidelity are hybrid, requiring teammates to work on-site every other week (Monday through Friday). This does not apply to fully remote roles.
The role is governed by various laws, including the Securities Exchange Act of 1934 and the Investment Advisers Act of 1940, which may restrict us from hiring individuals with certain criminal histories.
Financial Advisor • San Juan Capistrano, CA, United States