Financial Consultant

2 weeks ago


Burlingame, California, United States Fidelity TalentSource LLC Full time

Job Opportunity:

Fidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a crucial role in helping our clients achieve their financial goals.

About the Role:

In this position, you will engage with clients to understand their financial needs and provide personalized investment solutions. You will work closely with our team to develop and implement comprehensive financial plans, ensuring that our clients receive the best possible advice.

Key Responsibilities:

  • Build and maintain strong relationships with clients, understanding their financial goals and objectives
  • Develop and implement personalized investment plans, taking into account clients' risk tolerance and financial situation
  • Provide ongoing support and guidance to clients, ensuring they are on track to meet their financial goals
  • Collaborate with our team to stay up-to-date on market trends and industry developments, ensuring our clients receive the best possible advice
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 experience in financial services or a related field
  • Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients
  • Ability to work in a fast-paced environment, with a high level of accuracy and attention to detail
What We Offer:

Fidelity TalentSource LLC offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.

Our Investments in You:

We believe in investing in our associates, providing them with the tools and resources they need to succeed. Our benefit programs are designed to support your physical, emotional, and financial well-being. We offer a range of benefits, including comprehensive health care coverage, 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.

Why Join Us:

Fidelity TalentSource LLC is a leader in the financial services industry, with a reputation for excellence and a commitment to our associates. We offer a dynamic and supportive work environment, with opportunities for growth and development. Our associates are our greatest asset, and we invest in them to ensure they have the skills and knowledge they need to succeed.

How to Apply:

If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, to our website. We look forward to hearing from you



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