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Financial Advisor
Financial AdvisorFidelity Investments • Altamont, NY, United States
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Financial Advisor

Financial Advisor

Fidelity Investments • Altamont, NY, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Join a leading firm where you can focus on developing deep client relationships and crafting sophisticated financial plans. At Fidelity, we provide you with a well-established client base and support to enhance your professional growth and success.

Role Overview

As part of our Investor Center, you will have the opportunity to meet clients in person, offering personalized guidance and planning while strengthening Fidelity’s brand presence. With our exceptional resources and open product platform, you will nurture existing client relationships and deliver tailored solutions.

Qualifications We Seek

  • Proven history of building client relationships, identifying needs, and delivering solutions
  • FINRA Series 7 & 63 required; Series 65 or 66 and appropriate state registrations or the ability to obtain them upon hire
  • Strong ability to communicate complex solutions effectively to clients
  • Professional certifications like CFP or relevant degrees are advantageous; our Tuition Reimbursement program can assist you in achieving these qualifications

Your Skills and Attributes

  • Ability to introduce diverse investment strategies and engage clients in meaningful discussions
  • Optimistic, collaborative, and eager to learn
  • Passionate about providing outstanding customer service and helping others succeed
  • Results-driven and proactive, seeking solutions to exceed client expectations
  • In-depth knowledge of investment solutions
  • Our Commitment to Your Growth

    At Fidelity, we recognize the importance of our team members and support a work-life balance. We offer a competitive salary starting at $60,000 to $75,000 per year, depending on experience and job responsibilities.

    Additionally, we provide comprehensive benefits, including health care, retirement plans, generous paid time off, and educational assistance for professional development. Our training resources are extensive, ensuring you have all the support you need to succeed.

    You will engage directly with clients, using your insights and interpersonal skills to guide them in achieving their retirement goals.

    This position typically requires you to work onsite every other week in a Fidelity office. Please note that hiring decisions are also influenced by compliance with various regulatory laws.

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    Financial Advisor • Altamont, NY, United States

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