Investment Consultant - Burlingame CA
Investment Consultant - Burlingame CA
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$ 56000 - 72000
1 Vacancy
Job Description
Job Description:
Investment Consultant
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. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility growth and support thus enabling longterm success for you and our clients.
The Purpose of Your 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 Fidelitys planning tools. Instead of spending your time sourcing new customers you will engage with existing clients and warm leads which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise Were Looking For
Effectively utilizing Fidelitys guidance tools you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology you can prepare for and conduct efficient oneonone appointments to make the best use of the clients time as well as plan for postappointment followup
Growing relationships through proactive outreach you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred OR ability to acquire quickly upon hire
Degree and/or other professional certifications such as a CFP are helpful; if you dont already have a CFP or degree our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
You have a comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills and you thrive in a fastpaced work environment
Our Investments in You
Fidelitys greatest advantage is our people and we believe it is important to approach life holistically. We offer a competitive total rewards package including a stable base salary to recognize associate achievements. And ourbenefit programsare designed to help you and your family strike the right balance. We offer training inbranch regionally nationally and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelitys planning and guidance tools presenting and implementing solutions that best meet the clients needs you will have a lasting impact on the clients financial future.
Please note this role requires inperson attendance in the assigned Branch location.
Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.
Fidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days MF) in a Fidelity office.
Certifications:
Series 07 FINRA Series 63 FINRA Series 66 FINRACategory:
SalesRequired Experience:
Contract
Employment Type
Full-Time
