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

Financial Advisor

Fidelity Investments • Reseda, CA, United States
1 day ago
Job type
  • Full-time
Job description

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 :

  • A proven track record in relationship building, identifying client needs, and offering tailored solutions.
  • Possession of FINRA Series 7 & 63 licenses; Series 65 or 66 licenses and proper state registrations, or the ability to obtain Series 65 / 66 upon hire.
  • A strong capability to present complex investment strategies to a knowledgeable client base while establishing rapport and trust.
  • A degree and / or professional certifications are advantageous; if you don't yet have a CFP or degree, take advantage of our Tuition Reimbursement program to pursue one.

Key Skills :

  • Expertise in introducing diverse investment strategies and helping clients consolidate their assets through engaging discussions.
  • A collaborative and curious mindset, coupled with a coaching attitude.
  • A commitment to delivering exceptional customer experiences and facilitating clients' success.
  • A results-driven outlook with a knack for finding solutions and going beyond client expectations.
  • A solid understanding of investment solutions.
  • Your Impact :

  • Your integrity, insights, and interpersonal skills will allow you to guide clients towards their retirement goals through meticulous planning.
  • Provide comprehensive investment solutions and retirement planning to address both current and future client needs.
  • Engage with clients through personal interactions that showcase your strong relationship-building skills.
  • Demonstrate a steadfast commitment to clients and positively influence the community.
  • 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.

    Create a job alert for this search

    Financial Advisor • Reseda, CA, United States

    Related jobs
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Currencies • Santa Clarita, CA
    Remote
    Part-time
    Empowering Traders to Achieve Financial Freedom.Apex Trading Solutions has been at the forefront of proprietary trading for over two decades. We are looking for motivated traders eager to grow, lear...Show more
    Last updated: 21 days ago • Promoted
    Stock / Options Trader - Remote

    Stock / Options Trader - Remote

    Maverick Trading • Santa Clarita, CA, USA
    Remote
    Part-time
    Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...Show more
    Last updated: 30+ days ago • Promoted
    Remote Options Trader

    Remote Options Trader

    Maverick Trading • Santa Clarita, CA, USA
    Remote
    Part-time
    Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor Senior

    Financial Advisor Senior

    City National Bank • Los Angeles, CA, United States
    Full-time
    WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relatio...Show more
    Last updated: 1 day ago • Promoted
    Financial Advisor

    Financial Advisor

    Edward Jones • Agoura Hills, CA, US
    Full-time
    This job posting is anticipated to remain open for 30 days, from 20-Oct-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 • Santa Clarita, 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: 1 day ago • Promoted
    Financial Advisor

    Financial Advisor

    Cathay Bank - Headquarters • Los Angeles, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show more
    Last updated: 30+ days ago • Promoted
    Stock / Options Trader - Remote

    Stock / Options Trader - Remote

    Maverick Currencies • Santa Clarita, CA
    Remote
    Part-time
    Empowering Traders to Achieve Financial Freedom.Apex Trading Solutions has been at the forefront of proprietary trading for over two decades. We are looking for motivated traders eager to grow, lear...Show more
    Last updated: 21 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Fidelity Investments • Pacoima, CA, United States
    Full-time
    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 lead...Show more
    Last updated: 1 day ago • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Calabasas, CA, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more
    Last updated: 1 day ago • Promoted
    FINANCIAL ADVISOR

    FINANCIAL ADVISOR

    Jamie Grayem • Westlake Village, CA, United States
    Full-time
    Base Salary + Quarterly Production Bonus + Full Benefis.This position is subject to SAFE Act registration requirements.Pursuant to the SAFE Act requirements, all employees engaged in residential lo...Show more
    Last updated: 1 day ago • Promoted
    Senior Financial Advisor

    Senior Financial Advisor

    Wright-Patt Credit Union • Santa Clarita, CA, United States
    Full-time
    Xavier University in Cincinnati, Ohio is part of the 500-year-old Jesuit Catholic tradition of academic excellence in the liberal art and is strongly committed to enhancing equity, inclusion, and d...Show more
    Last updated: 1 day ago • Promoted
    Financial Consultant - Thousand Oaks, CA

    Financial Consultant - Thousand Oaks, CA

    Fidelity Investments • Fillmore, CA, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
    Last updated: 27 days ago • Promoted
    US Experienced Financial Advisor

    US Experienced Financial Advisor

    Edward Jones • Los Angeles, CA, United States
    Full-time
    We're bullish about your future here.Your experience is valuable to us - and we know you have options.But we offer something the competition simply can't : our unique branch-team business model.One ...Show more
    Last updated: 1 day ago • Promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    EisnerAmper • Woodland Hills, CA, United States
    Full-time
    Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions.Our firm ...Show more
    Last updated: 1 day ago • Promoted
    Senior Accountant

    Senior Accountant

    Jobot • Simi Valley, CA, US
    Full-time
    Join an established, yet growing Aerospace company who is looking to expand their accounting team!.This Jobot Job is hosted by : Henry Chung. Are you a fit? Easy Apply now by clicking the "Apply Now"...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor - Valencia, CA - Market 28, Region 133

    Financial Advisor - Valencia, CA - Market 28, Region 133

    Edward Jones • Valencia, CA, United States
    Full-time
    If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you.Financial advisors partner with clients to help them achieve their long-term finan...Show more
    Last updated: 1 day ago • Promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Trading • Santa Clarita, CA, USA
    Remote
    Part-time
    Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...Show more
    Last updated: 30+ days ago • Promoted