Wealth Management Advisor

2 weeks ago


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

Financial Consultant

For those who value the art of relationship management and the intricacies of financial planning over the pursuit of new clientele, consider a role with Fidelity TalentSource LLC. Our model equips you with a robust client portfolio and exceptional institutional resources, setting the stage for unparalleled success in the financial sector. At Fidelity, we emphasize professional development, adaptability, and comprehensive support to foster long-term achievements for both our advisors and clients.

Position Summary

  • Engage directly with clients at our Investor Center, providing tailored advice and strategic planning while enhancing the firm's market presence.
  • Leverage premier resources in the financial landscape to cultivate relationships with a pre-existing client base.

Qualifications

  • Proven track record in building relationships, recognizing client needs, and delivering 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 while establishing trust.

Essential Skills

  • Expertise in introducing clients to diverse investment strategies and consolidating their assets.
  • Open to coaching, collaborative, and focused on client satisfaction.
  • Dedicated to providing an outstanding customer experience and surpassing expectations.

Compensation and Benefits

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

Client Impact

  • Guide and support clients in reaching their retirement objectives.
  • Provide holistic investment solutions and retirement strategies.
  • Engage clients through effective communication and relationship-building techniques.

About Fidelity TalentSource LLC

Fidelity TalentSource LLC is committed to improving the financial well-being of our clients and offers numerous opportunities for career advancement. Recognized as one of the Best Places to Work, we uphold values of honesty, integrity, and safety within the financial industry.


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