About Company
Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 40 million individuals, workplaces, and institutions. With a history spanning over 75 years, Fidelity has grown into one of the largest and most respected names in financial services globally. We are committed to fostering an inclusive culture where every associate feels valued and has the opportunity to achieve their full potential. At Fidelity, we believe in empowering our customers to make informed financial decisions and our employees to build impactful careers, embracing innovation, and putting our clients first in everything we do. As a remote-first organization for many roles, we are dedicated to providing our employees with the tools, technology, and support needed to thrive in a distributed work environment, ensuring seamless client service from anywhere. Join us in shaping the financial futures of millions.
Job Description
Are you a seasoned financial professional with a passion for helping clients achieve their financial dreams, seeking the flexibility to work from the comfort of your home or any preferred location? Fidelity Investments is looking for an experienced and highly motivated Remote Financial Advisor to join our dynamic team. This unique ‘Work from Anywhere’ opportunity empowers you to leverage your expertise in financial planning, investment strategies, and client relationship management to serve a diverse portfolio of clients across the nation, all while enjoying unparalleled autonomy and work-life balance.
As a Remote Financial Advisor at Fidelity, you will be instrumental in building trusted, long-term relationships with clients, guiding them through complex financial decisions, and crafting personalized strategies tailored to their unique goals, whether it’s retirement planning, wealth accumulation, college savings, or estate planning. You will utilize cutting-edge technology and a comprehensive suite of Fidelity’s financial products and services to provide holistic advice and solutions. This role demands a proactive approach to client engagement, exceptional communication skills, and a deep understanding of market trends and financial products. While remote, you will be fully integrated into our supportive and collaborative environment, with access to extensive training, resources, and a network of seasoned professionals. If you are passionate about making a tangible difference in clients’ lives, thrive in an autonomous yet connected setting, and are eager to shape your career on your own terms, we invite you to apply. This role offers the chance to grow with a company that values innovation, integrity, and client-centricity, providing you with the platform to excel professionally and personally.
Key Responsibilities
- Develop and maintain strong, long-term relationships with a diverse portfolio of clients through virtual meetings and digital communication channels.
- Conduct comprehensive financial planning, including retirement planning, investment analysis, risk management, and estate planning, to help clients achieve their financial objectives.
- Provide expert advice on Fidelity's range of products and services, customizing solutions to meet individual client needs and risk tolerance.
- Proactively engage with clients to review and adjust financial plans based on life changes, market conditions, and evolving goals.
- Stay current with financial market trends, economic conditions, and regulatory changes to provide informed and timely advice.
- Educate clients on various investment vehicles, tax implications, and financial strategies.
- Ensure all client interactions and transactions comply with regulatory requirements and company policies.
- Collaborate with internal support teams and specialists to deliver integrated solutions and exceptional client service.
Required Skills
- Proven experience as a Financial Advisor or in a similar client-facing financial planning role.
- Excellent communication, presentation, and interpersonal skills, with the ability to build rapport virtually.
- Deep understanding of financial markets, investment products, and retirement planning strategies.
- Proficiency in financial planning software and CRM systems.
- Strong analytical and problem-solving abilities.
- Self-motivated, disciplined, and capable of working independently in a remote environment.
- FINRA Series 7 and Series 63/66 licenses required.
- State Life, Accident and Health Insurance licenses required.
Preferred Qualifications
- Certified Financial Planner (CFP®) designation or progress towards certification.
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Experience working with High Net Worth (HNW) individuals.
- Familiarity with Fidelity's proprietary tools and platforms.
- Demonstrated ability to grow and manage a client book.
Perks & Benefits
- Competitive base salary coupled with performance-based incentives and bonuses.
- Comprehensive health, dental, and vision insurance plans.
- 401(k) with company match and profit-sharing opportunities.
- Generous paid time off, including holidays and vacation.
- Professional development programs, tuition reimbursement, and ongoing training.
- Access to advanced financial planning tools and technology.
- Flexible 'Work from Anywhere' model with full remote support.
- Employee stock purchase plan.
- Wellness programs and employee assistance initiatives.
How to Apply
To seize this exceptional opportunity and become a part of Fidelity’s esteemed team, please click on the application link below. You will be redirected to our official careers page where you can submit your resume and complete the online application process. We look forward to reviewing your qualifications and learning more about how your expertise can contribute to our mission of empowering clients’ financial success.