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Financial Consultant

2 months ago

Brea, California, United States Fidelity TalentSource LLC Full time
About the Role

We are seeking a highly skilled Financial Consultant to join our team at Fidelity TalentSource LLC. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Provide personalized financial planning and investment advice to clients
  • Conduct thorough financial assessments to identify clients' needs and goals
  • Develop and implement customized financial plans to help clients achieve their objectives
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients
  • Collaborate with other financial professionals to provide comprehensive financial solutions to clients
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 empowers professional growth and flexibility
  • A comprehensive benefits package, including comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
About Fidelity TalentSource LLC

Fidelity TalentSource LLC is a leading provider of financial services and investment solutions. We are committed to helping our clients achieve their financial goals and objectives through personalized financial planning and investment advice.

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.