Talent.com
Financial Advisor
Financial AdvisorFidelity Investments • Ventura, CA, United States
Financial Advisor

Financial Advisor

Fidelity Investments • Ventura, CA, United States
22 days ago
Job type
  • Full-time
Job description

Are you ready to focus on building meaningful relationships and developing intricate financial plans? Join a stable industry leader that allows you to spend less time attracting new clients and more time supporting existing ones. At Fidelity, we provide a unique business model with an established client base and institutional referrals that are unparalleled in the industry. We prioritize your professional growth, flexibility, and support to ensure your long-term success, as well as that of our clients.

Role Overview :

As a Financial Advisor in our Investor Center, you will engage directly with clients to offer expert guidance and personalized financial planning, while effectively expanding the reach and recognition of Fidelity’s brand. You will receive robust support through our open architecture product platform and industry-leading resources, all while nurturing strong relationships with our existing client base.

What We’re Looking For :

  • Demonstrated success in building client relationships, identifying financial needs, and recommending intelligent solutions
  • FINRA Series 7 & 63 licenses; Series 65 or 66 licenses required, or must obtain within a specified timeframe post-hire
  • A strong ability to articulate complex solutions to a knowledgeable clientele while establishing credibility and rapport
  • Possession of a degree and / or other professional certifications is preferred; if you don’t currently have a CFP or degree, our Tuition Reimbursement program can assist you in obtaining one

The Skills You Bring :

  • A talent for introducing diverse investment strategies to clients and effectively managing client assets through engaging discussions
  • A collaborative, coachable, and curious mindset
  • A commitment to delivering exceptional customer experiences and a strong desire to see clients succeed
  • A results-oriented approach with a proactive mindset focused on exceeding client expectations
  • In-depth knowledge of investment solutions
  • Our Commitment to You :

    At Fidelity, our greatest asset is our people, and we understand the importance of a holistic work-life balance. We provide a competitive salary, comprehensive benefits, and recognition of associate achievements. Our training programs—available in-branch, regionally, nationally, and virtually—will equip you for all aspects of your role.

    Your Impact :

  • Your integrity, insights, and meticulous planning will enable you to mentor clients as they pursue their retirement goals
  • You will support clients by providing comprehensive investment solutions and retirement planning tailored to their current and future needs
  • You will effectively engage with clients through personal interactions, showcasing your interpersonal and relationship-building acumen
  • Your unwavering commitment to your clients will foster a positive impact in the community
  • The base salary for this role is between $60,000 and $75,000 annually. Your placement within this range will depend on job responsibilities, geographic location, relevant experience, and other factors.

    This salary is just one part of our comprehensive compensation package, which may also include bonuses or other variable compensation depending on eligibility requirements.

    Fidelity offers an extensive range of benefits to help you meet the evolving demands of both your work and personal life, including health care coverage, emotional well-being support, a market-leading retirement plan, generous paid time off, parental leave, charitable giving programs, and educational assistance (including student loan repayment and tuition reimbursement).

    Work Environment :

    Most roles at Fidelity require associates to work in a hybrid model, reporting to the office every other week (Monday through Friday). Some roles may be remote or fully onsite.

    Please note that Fidelity's hiring practices comply with applicable securities laws and regulations; certain criminal histories may affect eligibility for employment.

    Create a job alert for this search

    Financial Advisor • Ventura, CA, United States

    Related jobs
    EW Systems Engineer

    EW Systems Engineer

    DCS Corporation • Point Mugu, California, US
    Full-time
    Salary Range : $87,934 - $160,000 The EW Systems Engineer support a team of engineers with hardware and software electronic warfare solutions, performing analysis and coordinating products with mana...Show more
    Last updated: 24 days ago • Promoted
    Travel Occupational Therapist - Skilled Nursing Facility

    Travel Occupational Therapist - Skilled Nursing Facility

    Skyline Med Staff Allied • Thousand Oaks, CA, US
    Full-time
    Skyline Med Staff Allied is seeking a travel Occupational Therapist for a travel job in Thousand Oaks, California.Job Description & Requirements. Join the Top- Rated Travel Healthcare Team!.Skyl...Show more
    Last updated: 6 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Fidelity Investments • Point Mugu Naws, CA, United States
    Full-time
    Are you ready to focus on building meaningful relationships and developing intricate financial plans? Join a stable industry leader that allows you to spend less time attracting new clients and mor...Show more
    Last updated: 11 hours ago • Promoted • New!
    Travel Occupational Therapist

    Travel Occupational Therapist

    AMN Healthcare Allied • Oxnard, CA, US
    Full-time
    AMN Healthcare Allied is seeking a travel Occupational Therapist for a travel job in OXNARD, California.Job Description & Requirements. Job Description & Requirements.Occupational Therapist ...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    CompHealth Inc. • Camarillo, CA, US
    Permanent
    Physical Therapist for a travel job in Camarillo, California.Job Description & Requirements.Though your CompHealth recruiter will be your single point of contact, they are backed by dozens of s...Show more
    Last updated: 30+ days ago • Promoted
    Travel Occupational Therapist - $2,597 per week

    Travel Occupational Therapist - $2,597 per week

    CompHealth Inc. • Thousand Oaks, CA, United States
    Permanent
    Occupational Therapist for a travel job in Thousand Oaks, California.Job Description & Requirements.Though your CompHealth recruiter will be your single point of contact, they are backed by dozens ...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapist (PT) - $1,767 to $2,129 per week in Oxnard, CA

    Travel Physical Therapist (PT) - $1,767 to $2,129 per week in Oxnard, CA

    AlliedTravelCareers • Oxnard, CA, US
    Full-time
    AlliedTravelCareers is working with Fusion Medical Staffing to find a qualified Physical Therapist (PT) in Oxnard, California, 93033!. Travel Physical Therapist (PT).Facility in Oxnard, California.F...Show more
    Last updated: 7 days ago • Promoted
    Investment Consultant - Thousand Oaks, CA

    Investment Consultant - Thousand Oaks, CA

    Charles Schwab • THOUSAND OAKS, CA, US
    Full-time
    Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. If you are seeking the first step towards a rich and rewar...Show more
    Last updated: 3 days ago • Promoted
    Financial Aid Advisor

    Financial Aid Advisor

    University of California - Santa Barbara • Santa Barbara, CA, United States
    Full-time +1
    Office of Financial Aid & Scholarships (FINC).Employee Class (Appointment Type) : .Classified Indicator Description (Personnel Program) : . The budgeted salary range that the University reasonably expec...Show more
    Last updated: 30+ days ago • Promoted
    Retirement Advisor

    Retirement Advisor

    Tech Tammina • Carpinteria, CA, United States
    Full-time
    We are currently seeking an Retirement Advisor to fill a vacant position with one of our Client, located in Carpinteria, CA. If you possess the necessary qualifications and are interested in pursuin...Show more
    Last updated: 1 day ago • Promoted
    Clinical Social Worker

    Clinical Social Worker

    California Department of Corrections and Rehabilitation • PORT HUENEME, California, US
    Full-time
    Position : Clinical Social Worker Increased Salaries are Just the Beginning… The past few years have seen dramatic shifts in the health care landscape. California Correctional Health Care Services (C...Show more
    Last updated: 30+ days ago • Promoted
    Travel Occupational Therapist – Skilled Nursing Facility - $2,043 per week

    Travel Occupational Therapist – Skilled Nursing Facility - $2,043 per week

    Aequor Allied • Thousand Oaks, CA, United States
    Full-time
    Aequor Allied is seeking a travel Occupational Therapist for a travel job in Thousand Oaks, California.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours per week (su...Show more
    Last updated: 14 hours ago • Promoted • New!
    Financial Advisor - Ventura County Credit Union

    Financial Advisor - Ventura County Credit Union

    LPL Financial • Camarillo, CA, US
    Full-time
    Financial Advisor - Ventura County Credit Union.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Ventu...Show more
    Last updated: 30+ days ago • Promoted
    Community Leasing Associate (Lease-Up)

    Community Leasing Associate (Lease-Up)

    Fairfield Residential • Camarillo, CA, United States
    Full-time
    Community Leasing Associate (Lease-Up).At Fairfield, we are proud to be a leader in the multifamily housing industry.We are passionate about creating exceptional apartment living.Among the most exp...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    Edward Jones • Camarillo, CA, United States
    Full-time
    This job posting is anticipated to remain open for 30 days, from 20-Nov-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show more
    Last updated: 30+ days ago • Promoted
    Merrill Experienced Financial Advisor

    Merrill Experienced Financial Advisor

    Bank of America • Thousand Oaks, CA, United States
    Full-time
    Merrill Experienced Financial Advisor.Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York. Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood,...Show more
    Last updated: 22 days ago • Promoted
    Benefits Customer Service Advisor - Work from home (50k-90k per year)

    Benefits Customer Service Advisor - Work from home (50k-90k per year)

    Professional Careers • Oxnard, California
    Remote
    Full-time +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...Show more
    Last updated: 19 days ago • Promoted
    Travel Occupational Therapist – Skilled Nursing Facility - $1,887 per week

    Travel Occupational Therapist – Skilled Nursing Facility - $1,887 per week

    Skyline Med Staff Allied • Thousand Oaks, CA, United States
    Full-time
    Skyline Med Staff Allied is seeking a travel Occupational Therapist for a travel job in Thousand Oaks, California.Job Description & Requirements. Join the Top- Rated Travel Healthcare Team!.Skyline ...Show more
    Last updated: 30+ days ago • Promoted