WORKING WITH US
We're ready to help you consider independence
Fidelity's consultants will be by your side from the time you first think of making a move—helping you find your path, complete your transition, and thrive as an independent financial advisor.
We’re here to help you at every step
As I’m navigating through some of the things that are new, it’s like Fidelity knows what I need before I do, and has that in front of me.
Individualized, forward-looking approach
We can help you navigate the path that best meets your goals and helps you add the most value for clients.
“I was really impressed with the culture, the people, and everything about the firm from start to finish. It also helped that for us, that it’s a private company. We felt like we would have more of a direct access, and perhaps less bureaucracy, than we would working with a public company.”
—Amir Monsefi, Co-Founder and CEO of AIRE Advisors
Ongoing, confidential support you can count on
We’re there for you when you first consider a move and throughout your time as an independent advisor.
“The support team, from our relationship managers to our service managers, are very hands-on. They know what we need now, what are we planning for the future, and help us bring those opportunities to fruition. We’ve been very impressed and pleased that with a phone call, we get the right team in front of us to help us explore this new service or this new opportunity or this new hire.”
—Sharon Nassir, Co-Founder and COO of AIRE Advisors
Customized technology and solutions
Our significant investment in technology allows us to offer flexible open architecture platforms and broad product and solution lineups.
“So we probably have 10 or 12 different software companies that we work with, and the core of it is Fidelity’s platform. And the great thing about the tech stack is all of these companies are integrating with one another and with Fidelity’s platform.”
—Amir Monsefi, Co-Founder and CEO of AIRE Advisors
Business-Led, Future-Driven Solutions
See how we can help you leverage the right technology and solutions to run your business and deliver exceptional experiences.
Integration Xchange
Optimize your existing systems and pick the integrations that fit your platform.
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Innovative products and technology
Fidelity offers investment and retirement products and the technology platform Wealthscape with digital advice solutions and eMoney integration.
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Practice management and consulting
Fidelity provides practice management and consulting to help you build a successful business using our Five Fundamentals of a Future-Ready Firm.
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