Investment Consultant - San Jose, CA

You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. We empower professional flexibility, growth, and support, enabling long-term success for you and our clients.

About the role

Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity’s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, allowing your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

In this role, you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools and presenting solutions that meet client needs, you will have a lasting impact on the client’s financial future.

This role requires in-person attendance in the assigned Branch location.

Responsibilities

• Effectively utilize Fidelity’s guidance tools to engage in financial planning discussions by presenting solutions and service offerings that best meet client needs.
• Leverage technology to prepare for and conduct efficient one-on-one appointments, making the best use of the client’s time, and plan for post-appointment follow-up.
• Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives, and refer them to a wealth management partner based on needs and financial complexity.

Requirements

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
• Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, Fidelity’s Tuition Reimbursement program can help you obtain one.
• Comprehensive understanding of various investment solutions and ability to educate customers on the values and differences of each.
• Exemplary interpersonal skills and ability to grow relationships; take initiative and exceed expectations.
• Outstanding communication and consultative skills; thrive in a fast-paced work environment.

Fidelity will not provide immigration sponsorship for this position.

Benefits

• Competitive total rewards package, including a stable base salary to recognize associate achievements.
• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
• Training provided in-branch, regionally, nationally, and virtually to support all aspects of your business.

Pay

The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package; the offer may also include bonus or other variable compensation depending on position and eligibility requirements.

Schedule

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

• Series 07 - FINRA
• Series 66 - FINRA