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Financial Advisor
Financial AdvisorFidelity Investments • Charlotte, NC, United States
Financial Advisor

Financial Advisor

Fidelity Investments • Charlotte, NC, United States
1 day ago
Job type
  • Full-time
Job description

If you're ready to focus on building strong relationships with clients rather than sourcing new ones, join our leading team in the financial sector. At Fidelity, we offer a unique business model that provides you with an existing client base and institutional resources unmatched in the industry. Here, you will experience professional growth, flexibility, and support that pave the way for long-term success for both you and our clients.

Your Role :

As part of our Investor Center, you will meet face-to-face with clients, offering personalized planning and guidance while enhancing the reach of our brand. We equip you with an open architecture product platform and top resources in the financial industry, allowing you to nurture relationships with our established client base.

We're Looking For :

  • Proven success in building relationships and recommending effective financial solutions.
  • Current FINRA Series 7 & 63 licenses; Series 65 or 66 licenses are desired and will be required upon hire.
  • The ability to present complex financial solutions to a knowledgeable audience while establishing credibility and rapport.
  • A degree and / or professional certifications are advantageous; if you lack a CFP or degree, our Tuition Reimbursement program supports your educational goals.

Your Skills :

  • A knack for exploring diverse investment strategies and engaging in client-focused discussions.
  • Attributes such as coachability, collaboration, and curiosity are essential for success.
  • A deep commitment to providing excellent customer service and helping others to thrive.
  • A results-driven mindset that seeks solutions and continually exceeds client expectations.
  • Extensive knowledge of investment solutions to meet client needs.
  • Investing in You :

    At Fidelity, our strength lies in our people, and we recognize the importance of a holistic approach to life. We offer a competitive total rewards package, including a stable base salary that acknowledges your achievements. Our benefits are designed to help you and your family maintain balance in life. With comprehensive training options available regionally, nationally, and virtually, we ensure you are fully supported in all aspects of your business.

    Delivering Value :

  • Your integrity and interpersonal skills allow you to guide clients towards achieving their retirement goals.
  • Support clients by offering comprehensive investment solutions and retirement plans tailored to their current and future needs.
  • Engage clients through meaningful personal interactions, demonstrating strong communication and relationship-building abilities.
  • Maintain a steadfast commitment to clients while making a positive impact in the community.
  • Please note that Fidelity's business operations are subject to the securities regulations that may restrict hiring individuals with certain Criminal Histories. Most positions at Fidelity are Hybrid, requiring in-office work biweekly (M-F) in a Fidelity location.

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    Financial Advisor • Charlotte, NC, United States