Financial Consultant - San Francisco CA
Financial Consultant - San Francisco CA
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$ 55000 - 75000
1 Vacancy
Job Description
Job Description:
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity we empower professional growth flexibility and support thus enabling longterm success for you and our clients.
The Purpose of Your Role
Working in our Investor Center you will engage facetoface with your customers offering guidance and personalized planning while helping extend the reach of the firms brand. We fully support you with an open architecture product platform and top resources in the financial industry while you nurture relationships with an existing client base.
The Expertise Were Looking For
- Previous success in building relationships uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree our Tuition Reimbursement program can help you obtain one
The Skills You Bring
- Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive clientcentered discussions
- Being coachable collaborative and curious are your go to attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions you take initiative and exceed customer expectations
- Extensive knowledge of investment solutions
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
- Your integrity insights interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
- Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Effectively engage clients through personal interactions reflecting your interpersonal communication and relationship building skills
- You have a steadfast commitment to your clients while making a positive impact in the community
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
