Financial Advisor

If you are seeking a role where you can focus on fostering relationships and developing intricate financial plans without the hassle of finding new clients, consider joining our esteemed team at Fidelity. Here, you will benefit from a well-established client base and superior institutional business sources, positioning you for success in the financial industry.

The Purpose of Your Role

As part of our Investor Center team, your primary responsibility will be engaging directly with clients to provide tailored guidance and strategic planning. You will represent our firm's brand and receive comprehensive support through our advanced product platform and outstanding resources, while nurturing relationships with existing clients.

The Expertise We're Looking For

• Proven experience in building client relationships, identifying their needs, and recommending effective solutions
• Possession of FINRA Series 7 & 63 licenses; Series 65 or 66 licenses and appropriate state registrations, or the ability to acquire Series 65 / 66 upon hire
• Adeptness at presenting complex financial solutions confidently to an informed clientele while establishing trust
• A degree or relevant professional certifications are advantageous; if you lack a CFP or degree, our Tuition Reimbursement program can assist you in achieving this

The Skills You Bring

Our Investments in You

Your growth is paramount at Fidelity. We offer a competitive rewards package, including a stable base salary, in recognition of your achievements. Our benefits are designed to help you and your family maintain balance, including comprehensive training options available in-branch, regionally, and nationally to ensure your success in the role.

The Value You Deliver

The base salary for this position ranges from $60,000 to $75,000 annually, with placement dependent on job responsibilities, geographic location, relevant experience, and other factors. This salary is part of a comprehensive compensation package, which may also include bonuses or additional variable compensation based on eligibility.

We provide an extensive range of benefits, including healthcare coverage, retirement options, generous paid time off, parental leave, a charitable giving match program, and educational assistance, including loan repayment and tuition reimbursement. Note that the application window closes once the position is filled or unposted.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (Monday through Friday) in a Fidelity office. This does not apply to remote or fully onsite roles.

Fidelity's business operations adhere to various regulations, which may affect hiring policies regarding individuals with certain criminal histories.