What are the responsibilities and job description for the Expert Financial Advisor - Wealth Management Specialist position at Fidelity Investments?
Company Overview
Fidelity Investments is a leading financial services company that provides investment products and services to individuals, businesses, and institutions.
Job Summary
We are seeking an Expert Financial Advisor to join our team in providing personalized wealth management solutions to high net worth clients. As an Expert Financial Advisor, you will be responsible for building strong relationships with clients, understanding their financial goals and objectives, and providing tailored investment advice and strategies to help them achieve their goals.
About the Role
This is a unique opportunity to work with a top-tier financial institution and make a real impact on the lives of our clients. As an Expert Financial Advisor, you will have the autonomy to manage your own client relationships and develop customized investment plans that meet the specific needs of each client.
Key Responsibilities
As an Expert Financial Advisor, your key responsibilities will include:
- Building and maintaining strong relationships with high net worth clients
- Understanding clients' financial goals and objectives and developing customized investment plans
- Providing ongoing investment advice and guidance to clients
- Maintaining up-to-date knowledge of investment products and services offered by Fidelity
- Staying current with market trends and economic conditions
Requirements
To be successful as an Expert Financial Advisor, you will need:
- FINRA Series 7 & 63 licenses (obtained prior to hire)
- FINRA Series 65 and/or 66 state registrations obtained within 3 months of hire
- Experience working with high net worth clients
- A CFP certification (or willingness to obtain one within a reasonable timeframe)
- Excellent communication and interpersonal skills
- A deep understanding of financial markets and investment products
Benefits
As an Expert Financial Advisor at Fidelity, you can expect a competitive salary and benefits package, including:
- Estimated annual salary: $100,000-$150,000
- Ongoing training and professional development opportunities
- A comprehensive bonus structure
- A dynamic and supportive work environment
- Access to industry-leading technology and tools
About Fidelity
Fidelity Investments is a leading provider of financial services, offering a wide range of investment products and services to individuals, businesses, and institutions. Our mission is to provide customers with the expertise and resources they need to achieve their financial goals.
Salary : $100,000 - $150,000
