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Financial Consultant

2 months ago

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

Job Overview:

Fidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment planning and wealth management services.

Key Responsibilities:

  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Develop and implement comprehensive investment plans tailored to each client's unique situation.
  • Provide ongoing portfolio management and monitoring to ensure clients' investments are aligned with their goals.
  • Stay up-to-date on market trends and economic conditions to make informed investment recommendations.
  • Collaborate with other financial professionals to provide a holistic approach to clients' financial well-being.

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 team environment that fosters professional growth and development.
  • The opportunity to work with a leading financial services company that values integrity, honesty, and the safety of our associates and customers.