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Financial Advisor
Financial AdvisorFidelity Investments • San Juan Capistrano, CA, United States
Financial Advisor

Financial Advisor

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

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 :

  • Demonstrated success in building client relationships and identifying their financial needs.
  • FINRA Series 7 & 63 licenses are required; you should also ideally have Series 65 or 66 licenses or be willing to obtain them upon hire.
  • The ability to convey complex financial solutions clearly and build trust with knowledgeable clients.
  • A degree or relevant professional certifications are advantageous, and if you do not possess a CFP certification or degree, our Tuition Reimbursement program can assist you in obtaining one.

Skills We Value :

  • A talent for introducing various investment strategies and enhancing client portfolios through engaging discussions.
  • A coachable, collaborative demeanor, coupled with a strong sense of curiosity.
  • A commitment to providing an exceptional customer experience and a desire to see clients succeed.
  • A results-driven approach, taking initiative to exceed client expectations.
  • Extensive knowledge of investment solutions.
  • 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 :

  • Your integrity, insights, and relationship-building skills empower you to guide clients in reaching their retirement goals.
  • You will provide comprehensive investment solutions and retirement planning, addressing both current and future client needs.
  • Your personal interactions will reflect your excellent communication skills and help strengthen client relationships.
  • You will maintain a steadfast commitment to your clients and make a positive difference in our community.
  • 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.

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    Financial Advisor • San Juan Capistrano, CA, United States

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