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 :
Key Skills :
Your Impact :
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.
Financial Advisor • Pacific Palisades, CA, United States