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Financial Consultant

2 months ago

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

Job Summary:

Fidelity TalentSource LLC is seeking a highly skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing expert financial guidance and planning to our clients, helping them achieve their long-term financial goals.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients, taking into account their unique financial situations and goals.
  • Provide expert advice on investment strategies, retirement planning, and wealth management.
  • Build and maintain strong relationships with clients, understanding their needs and preferences.
  • Stay up-to-date with industry trends and developments, ensuring that clients receive the best possible advice.
  • Collaborate with other financial professionals to provide a holistic approach to financial planning.

Requirements:

  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
  • Previous success in building relationships, uncovering needs, and recommending solutions.
  • 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.

What We Offer:

  • A competitive total rewards package, including a stable base salary, to recognize associate achievements.
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
  • A supportive and collaborative work environment that encourages professional growth and development.
  • A comprehensive benefits package, including health insurance, retirement plans, and paid time off.

Why Join Fidelity TalentSource LLC:

  • We are a leading provider of financial services, with a strong reputation for excellence and integrity.
  • We offer a wide range of career opportunities, from entry-level to senior leadership positions.
  • We are committed to diversity, equity, and inclusion, and strive to create a workplace that is welcoming and inclusive for all.
  • We offer a range of benefits and perks, including flexible work arrangements, employee recognition programs, and community involvement opportunities.

Certifications:

  • Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA