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Financial Advisor
Financial AdvisorFidelity Investments • Chino, CA, United States
No longer accepting applications
Financial Advisor

Financial Advisor

Fidelity Investments • Chino, CA, United States
6 days ago
Job type
  • Full-time
Job description

Are you ready to elevate your financial advisory career? Join a leading team at Fidelity where you can focus on building deep client relationships and creating complex financial plans without the pressure of sourcing new clients. With our unmatched business model, you'll be supported by an established client base and institutional referrals, enabling your long-term success.

Your Role: As a Financial Advisor in our Investor Center, you'll engage directly with clients, providing personalized planning and guidance while strengthening the firm's brand. Our open architecture product platform and premier resources will empower you to nurture and grow relationships with our existing clients.

What We Seek:

  • Proven success in building client relationships and delivering tailored solutions.
  • FINRA Series 7 & 63 licensed; Series 65 or 66 preferred or willing to obtain upon hire.
  • Strong presentation skills for conveying complex solutions to an informed clientele.
  • Relevant degree or professional certifications encouraged; our Tuition Reimbursement program can help you achieve this if needed.

Your Skills:

  • Proficient in introducing diverse investment strategies and enhancing client assets through engaging discussions.
  • Demonstrates coachability, collaboration, and curiosity.
  • Dedicated to exceptional customer experiences and motivated by achieving results.
  • Deep understanding of investment solutions.

Our Commitment to You: At Fidelity, we pride ourselves on our people and holistic approach to life. We offer a comprehensive rewards package that includes a competitive base salary, extensive training in various formats, and diverse benefits designed to support your well-being and career growth.

Your Contributions:

  • Utilizing your insights and interpersonal skills to mentor clients as they pursue their retirement objectives.
  • Providing comprehensive investment options and tailored retirement plans to align with client needs.
  • Engaging clients through personal interactions that highlight your relationship-building expertise.
  • Showing a strong commitment to client success and positively impacting your community.

The base salary for this role is between $60,000 and $75,000 per year, with potential for additional compensation based on experience and job scope.

In addition to a competitive salary, we offer a range of benefits, including health care coverage, retirement plans, generous PTO, and educational assistance programs. Note that this application window remains open until the position is filled.

Most roles at Fidelity are hybrid, requiring on-site work every other week (Monday to Friday) in a Fidelity office. Some roles may be fully remote or onsite.

Please be aware that Fidelity adheres to strict regulations governing our business operations, which may affect hiring considerations regarding certain criminal histories.

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Financial Advisor • Chino, CA, United States

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