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Financial Advisor
Financial AdvisorFidelity Investments • Pacific Palisades, CA, United States
Financial Advisor

Financial Advisor

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

Are you ready to focus on deepening client relationships and crafting complex financial plans without the hassle of sourcing new clients? Join a prestigious firm that stands out as an industry leader. At Fidelity, we provide a unique business model designed to support your professional growth by offering an existing client base and institutional business networks that you won't find elsewhere.

Your Role : As part of our Investor Center team, you will engage face-to-face with clients, providing personalized financial guidance and planning while enhancing the reach of the firm's brand. With our support and top-notch resources, you'll have the tools needed to nurture relationships with our existing clients.

What We're Looking For :

  • A proven track record in relationship building, identifying client needs, and offering tailored solutions.
  • Possession of FINRA Series 7 & 63 licenses; Series 65 or 66 licenses and proper state registrations, or the ability to obtain Series 65 / 66 upon hire.
  • A strong capability to present complex investment strategies to a knowledgeable client base while establishing rapport and trust.
  • A degree and / or professional certifications are advantageous; if you don't yet have a CFP or degree, take advantage of our Tuition Reimbursement program to pursue one.

Key Skills :

  • Expertise in introducing diverse investment strategies and helping clients consolidate their assets through engaging discussions.
  • A collaborative and curious mindset, coupled with a coaching attitude.
  • A commitment to delivering exceptional customer experiences and facilitating clients' success.
  • A results-driven outlook with a knack for finding solutions and going beyond client expectations.
  • A solid understanding of investment solutions.
  • Your Impact :

  • Your integrity, insights, and interpersonal skills will allow you to guide clients towards their retirement goals through meticulous planning.
  • Provide comprehensive investment solutions and retirement planning to address both current and future client needs.
  • Engage with clients through personal interactions that showcase your strong relationship-building skills.
  • Demonstrate a steadfast commitment to clients and positively influence the community.
  • The base salary for this position ranges from $55,000 to $75,000 per year, with placement in the range based on job responsibilities, geographical location, relevant experience, and other factors.

    In addition to base salary, we offer a competitive total rewards package. Depending on your position and eligibility, your compensation may also include bonuses or other variable components.

    Fidelity values its people and provides a comprehensive benefits package that encourages work-life balance, including healthcare, retirement plans, generous paid time off, parental leave, and educational assistance options like student loan repayment and tuition reimbursement.

    Please note : This position is hybrid. You will be required to work onsite every other week at our office in Century City, CA.

    Fidelity operates under strict industry regulations, and compliance with Securities Exchange Act of 1934 and other relevant laws applies.

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    Financial Advisor • Pacific Palisades, CA, United States

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