Job Description

If you're ready to focus on building lasting client relationships and crafting sophisticated financial strategies, consider joining an industry leader. At Fidelity, our business model provides you with an established client base and outstanding resources that are unparalleled in the financial services sector. We prioritize your professional growth, flexibility, and ongoing support to help ensure your and your clients' long-term success.

The Purpose of Your Role

As a key member of our Investor Center, you will meet with clients face-to-face, offering personalized guidance and financial planning while enhancing our brand's reach. Our open architecture product platform, coupled with the best resources in the industry, empowers you to deepen your relationships with our existing clientele.

The Expertise We're Looking For

• Proven ability to create relationships, identify client needs, and suggest effective financial solutions.
• FINRA Series 7 & 63 licenses; Series 65 or 66 licenses plus any necessary state registrations, or the willingness to obtain Series 65/66 upon hiring.
• Strong capability to present complex financial strategies to knowledgeable clients while effectively building trust and rapport.
• A degree or relevant professional certifications are advantageous; if you don't have a CFP or degree already, our Tuition Reimbursement program can help you achieve one.

The Skills You Bring

• Ability to skillfully introduce clients to diverse investment strategies while fostering positive, client-focused conversations.
• Able to embrace feedback and collaboration, displaying curiosity as core attributes.
• Dedicated to delivering exceptional customer experiences, fueled by a passion for empowering others.
• Results-oriented with a proactive approach to problem-solving, consistently surpassing client expectations.
• Comprehensive knowledge of investment solutions.

Our Investments in You

At Fidelity, our people represent our greatest asset, and we believe in promoting a balanced lifestyle. We offer a competitive rewards package that includes a stable base salary, recognizing your achievements. Our benefits programs are designed to support both you and your family. You’ll receive extensive training opportunities, whether in-branch, regionally, or virtually, ensuring you have all the tools needed for success.

The Value You Deliver

• Your integrity, insights, and meticulous planning empower you to guide clients in achieving their retirement goals.
• Helping clients by providing thorough investment solutions and retirement plans tailored to their current needs and future aspirations.
• Engaging meaningfully with clients through personal interactions, showcasing your superior communication and relationship-building skills.
• Commitment to your clients and making a positive impact within the community.

The base salary range for this role is $60,000 - $75,000 per year. Placement in this range will depend on job responsibilities and scope, geographic location, relevant experience, and other factors.

Base salary is just one piece of the total compensation offered, which may include bonuses or variable compensation depending on eligibility.

We provide a comprehensive array of benefits to support your evolving needs and help you lead your best life both at work and at home. Benefits include extensive healthcare coverage, emotional well-being support, competitive retirement plans, generous paid time off, parental leave, a charitable giving employee match program, and educational assistance programs including student loan repayment and tuition reimbursement.

Please note, most roles at Fidelity are hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Be aware that Fidelity's business practices are subject to the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, various state laws governing securities, and the regulations of self-regulatory organizations including FINRA. These legal frameworks may limit Fidelity's hiring options for individuals with certain criminal histories.

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