Fidelity Financial Advisor – Financial Representative
Industry studies estimate Fidelity Financial Advisor that professional financial advice can add between 1.5% and 4% to portfolio returns over the long term, depending on the time period and how returns are calculated. 1 A one-on-one relationship with an advisor is not just about money management.
Fidelity Wealth Advisor Solutions ® (“WAS”) is provided by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser and Fidelity Investments company. WAS is a referral service designed for existing and prospective clients of Fidelity who seek to receive referrals to third-party independent investment advisory firms.
Fidelity Go ®, Fidelity ® Personalized Planning & Advice, and Fidelity® Strategic Disciplines are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Fidelity ® Wealth Services is an advisory service offered by FPWA or Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. . Non-deposit investment products and …
Fidelity Institutional SM. Fidelity Institutional (FI SM) is one of the largest investment management organizations serving the U.S. institutional marketplace.*It works with financial advisors and advisory firms, offering them resources to help investors plan and achieve their goals; it also works with institutions and consultants to meet their varying and custom investment needs.
Fidelity ® Wealth Services is an investment advisory service that provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. The minimum investment is $50,000 for access to a team of advisors and $250,000 for access to a dedicated advisor.
Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds, and CDs, and much more.
What is a Fidelity Financial Advisor?
For our wealth management clients whose strategies might benefit from additional, specialized investing services, your Fidelity advisor may suggest you consider our network of independent, registered investment advisor firms.* Your Fidelity advisor will work with you each step of the way.
Fidelity Wealth Advisor Solutions ® (“WAS”) is provided by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser and Fidelity Investments company. WAS is a referral service designed for existing and prospective clients of Fidelity who seek to receive referrals to third-party independent investment advisory firms.
Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. Have your client read it carefully. The use of the term “advisor(s)” throughout this site shall refer to both investment and broker-dealers as a collective term.
Can Fidelity Investments provide financial support?
Fidelity Investments and its affiliates, the fund’s sponsor, have no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time.
“Fidelity works with thousands of employers across the country. We administer and provide guidance and help with retirement plans, healthcare, as well as other benefits,” says Lorna Kapusta, head of the women investors group at Fidelity, which runs the Women Talk Money program.
Do you have a dedicated Fidelity Investment Advisor?
Already have a dedicated Fidelity advisor? Our partnership will be built upon a foundation of planning, investment management, and a strong working relationship with your advisor. Connect you with specialists who can provide tailored guidance on topics like estate planning and insurance
A one-on-one relationship with an advisor is not just about money management. A financial advisor can help provide ongoing financial planning so you can have peace of mind while pursuing your life goals. The financial planning process includes defining your goals, understanding your current situation, and identifying the key steps to move forward.
Fidelity Investments is a multinational financial services company that’s been in business for more than 70 years. The privately held company’s corporate headquarters are in Boston, and it has 10 regional offices and more than 190 investor centers located across the U.S. The company serves individuals, businesses, and advisors.
What are fidelity wealth services?
Fidelity ® Wealth Services is an investment advisory service that provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. The minimum investment is $50,000 for access to a team of advisors and $250,000 for access to a dedicated advisor.
Financial Representative – Colorado Springs, CO
Financial Representative Job Description
In the Financial Representative role, you will make a key impact on the branch culture by partnering with associates to help clients reach their goals.
From the moment clients arrive at the Investor Center, you will own providing Fidelity’s best-in-class experience for them throughout their visit inspiring client dedication and engagement to develop long-lasting positive relationships with Fidelity.
We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance.
The Expertise We’re Looking For
A college degree is encouraged yet not required
We feel customer service, sales, phone, or financial services experience will prepare you for this role
Banking, insurance, or financial experience is an excellent addition to your experience
Your passion for delivering a world-class customer experience and desire to be an excellent ambassador to Fidelity’s clients
Superb interpersonal, customer interaction, and communication skills
We’ll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months
How Your Work Impacts the Organization
Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.
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