Financial Advisor

Job Description : Financial Consultant

If you're looking to focus on nurturing relationships and creating detailed financial plans rather than constantly sourcing new clients, join our team at Fidelity, an industry leader that offers a unique business model with a robust existing client base and institutional business referrals.

The Purpose of Your Role

As a part of our Investor Center, you will work directly with clients, offering tailored guidance and personalized financial planning. You will also help enhance the firm's brand presence. With our open architecture product platform and top-tier resources, you can deepen your client relationships effectively.

The Expertise We're Looking For :

• Proven success in building relationships, identifying client needs, and recommending suitable financial solutions.
• Licensure : FINRA Series 7 & 63; Series 65 or 66 licensed (or willing to obtain upon hiring).
• Adept at presenting complex solutions to knowledgeable clients while establishing strong rapport.
• A degree and / or professional certifications are beneficial; if you don’t possess a CFP or degree, our Tuition Reimbursement program is available to support you in obtaining one.

The Skills You Bring :

Our Investments in You :

At Fidelity, we recognize that our people are our greatest asset. We provide a competitive total rewards package, including a solid base salary, to acknowledge employee accomplishments. Our benefits are designed to help you balance your work and personal life. Comprehensive training is available to prepare you for every aspect of your role, ensuring you have the support you need to succeed.

The Value You Deliver :

The base salary for this position ranges from $55,000 to $75,000 annually. Placement within this range will depend on job responsibilities, geographic location, relevant candidate experience, and other factors.

Base salary is just one aspect of our total compensation package, which may also include bonuses or other variable compensation based on eligibility requirements.

We offer a comprehensive benefits package tailored to enhance your and your family’s well-being. This includes health care coverage, emotional support resources, market-leading retirement plans, generous paid time off, parental leave, a charitable match program, and educational assistance to support your career development.

Most positions at Fidelity are hybrid, requiring associates to work onsite every other week (Monday through Friday) at a Fidelity office. Please note that this requirement does not apply to fully remote or onsite roles.

Note : Fidelity’s business adheres to several regulations, including the Securities Exchange Act, the Investment Advisers Act, and state laws regarding financial activities. Certain criminal histories may limit hiring eligibility.