Financial Advisor

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.