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

Financial Advisor

Fidelity Investments • Ventura, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.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.

    [job_alerts.create_a_job]

    Financial Advisor • Ventura, CA, United States

    [internal_linking.similar_jobs]
    Financial Advisor

    Financial Advisor

    Mariner Finance • 93043, CA, US
    [job_card.full_time]
    Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting r...[show_more]
    [last_updated.last_updated_1_hour] • [promoted] • [new]
    Wealth Advisor

    Wealth Advisor

    Mariner • Ventura, CA, United States
    [job_card.full_time]
    Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist

    Travel Occupational Therapist

    Synergy Medical Staffing • Oxnard, CA, US
    [job_card.permanent]
    Synergy Medical Staffing is seeking a travel Occupational Therapist for a travel job in Oxnard, California.Job Description & Requirements. Shift : 5x8 Days, 08 : 00 : 00-16 : 00 : 00, 8.When you join Syn...[show_more]
    [last_updated.last_updated_30] • [promoted]
    CFP Certified Wealth Advisor

    CFP Certified Wealth Advisor

    VirtualVocations • San Buenaventura, California, United States
    [job_card.full_time]
    A company is looking for a Senior Advisor in Wealth Management.Key Responsibilities Provide exceptional onboarding experiences for new clients Develop comprehensive financial plans tailored to c...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Occupational Therapist

    Travel Occupational Therapist

    Aequor Allied • Oxnard, CA, US
    [job_card.full_time]
    Aequor Allied is seeking a travel Occupational Therapist for a travel job in Oxnard, California.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours per week (subje...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Career Advisor

    Career Advisor

    Equus • Oxnard, CA, United States
    [job_card.full_time]
    We help job seekers and career changers prepare for and advance in careers with a focus on sustainable, high-growth, high-demand industries. Our committed and well-trained workforce professionals de...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Benefits Customer Service Advisor (50k-90k per year) Full-Time

    Remote Benefits Customer Service Advisor (50k-90k per year) Full-Time

    Professional Careers • San Buenaventura, California
    [filters.remote]
    [job_card.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.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $1,868 to $2,088 per week in Oxnard, CA

    Travel Occupational Therapist (OT) - $1,868 to $2,088 per week in Oxnard, CA

    AlliedTravelCareers • Oxnard, CA, US
    [job_card.full_time]
    AlliedTravelCareers is working with Prime Time Healthcare to find a qualified Occupational Therapist (OT) in Oxnard, California, 93030!. Now Hiring : Allied Healthcare Occupational Therapist - Oxnard...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Aid Advisor

    Financial Aid Advisor

    VirtualVocations • San Buenaventura, California, United States
    [job_card.full_time]
    A company is looking for a Financial Aid Advisor (Central Processing Team).Key Responsibilities Revise financial aid award packages based on updates and eligibility changes Troubleshoot disburse...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Home Health Physical Therapist

    Travel Home Health Physical Therapist

    Core Medical Group • Ventura, CA, US
    [job_card.permanent] +1
    Core Medical Group is seeking a travel Home Health Physical Therapist for a travel job in Ventura, California.Job Description & Requirements. CoreMedical Group has hundreds of exciting and rewar...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Speech Language Pathologist (SLP) - $2,856 to $2,944 per week in Port Hueneme, CA

    Travel Speech Language Pathologist (SLP) - $2,856 to $2,944 per week in Port Hueneme, CA

    AlliedTravelCareers • Port Hueneme, CA, US
    [job_card.full_time]
    AlliedTravelCareers is working with Pioneer Healthcare Services to find a qualified Speech Language Pathologist (SLP) in Port Hueneme, California, 93041!. If you're interested in making a significan...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Lead Financial Advisor

    Lead Financial Advisor

    Mariner Finance • Port Hueneme, CA, US
    [job_card.full_time]
    Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting r...[show_more]
    [last_updated.last_updated_1_hour] • [promoted] • [new]
    Financial Planning & Analysis Advisor

    Financial Planning & Analysis Advisor

    VirtualVocations • San Buenaventura, California, United States
    [job_card.full_time]
    A company is looking for an Advisor, Financial Planning & Analysis.Key Responsibilities Develop and manage financial planning processes, including budgets and forecasts Prepare and present detai...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Financial Advisor - Ventura County

    Financial Advisor - Ventura County

    Thrivent Financial • Oxnard, CA, United States
    [job_card.full_time]
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Oxnard, California
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Skilled Nursing Facility (SNF) Occupational Therapist

    Travel Skilled Nursing Facility (SNF) Occupational Therapist

    Jackson Therapy Partners • Ventura, CA, US
    [job_card.full_time] +1
    Jackson Therapy Partners is seeking a travel Skilled Nursing Facility (SNF) Occupational Therapist for a travel job in Ventura, California. Job Description & Requirements.Setting : Skilled Nursin...[show_more]
    [last_updated.last_updated_1_day] • [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
    [filters.remote]
    [job_card.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.last_updated_30] • [promoted]
    Travel Occupational Therapist (OT) - $1,020 per week in Ventura, CA

    Travel Occupational Therapist (OT) - $1,020 per week in Ventura, CA

    AlliedTravelCareers • Ventura, CA, US
    [job_card.full_time]
    AlliedTravelCareers is working with Cynet Health to find a qualified Occupational Therapist (OT) in Ventura, California, 93003!. Job Title : Occupational Therapist Profession : OT Specialty : 5100 ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]