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Wealth Management Advisor

2 months ago

Santa Barbara, California, United States Fidelity TalentSource LLC Full time

Financial Consultant

Are you passionate about fostering relationships and crafting detailed financial strategies? At Fidelity TalentSource LLC, we offer a unique opportunity to work with an established clientele, allowing you to focus on what you do best. Our model supports your professional development and provides a robust foundation for your success.

Position Summary

  • Engage with clients at our Investor Center, delivering tailored advice and strategic planning while enhancing the firm's reputation.
  • Leverage premier resources in the financial sector to cultivate relationships with a loyal client base.

Qualifications

  • Proven track record in relationship management, discerning client needs, and proposing effective solutions.
  • Possession of FINRA Series 7 & 63 licenses, or the capability to obtain Series 65/66 after hiring.
  • Skilled in articulating complex financial solutions to knowledgeable clients, establishing trust and credibility.

Essential Skills

  • Expertise in introducing clients to diverse investment strategies and consolidating their assets.
  • Adaptable, team-oriented, and focused on client satisfaction.
  • Dedicated to providing outstanding customer service and surpassing client expectations.

Compensation and Benefits

We offer a competitive total rewards package that includes a base salary, comprehensive benefits, and extensive training programs.

Your Contribution

  • Guide and assist clients in reaching their retirement objectives.
  • Provide holistic investment solutions and retirement planning services.
  • Engage clients through effective communication and relationship development.

About Fidelity TalentSource LLC

Fidelity TalentSource LLC is committed to improving the financial well-being of our clients while providing ample opportunities for career advancement. Recognized as one of the best workplaces, we uphold values of integrity, transparency, and safety in the financial industry.