Investment Advisory Specialist

2 weeks ago


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

Investment Advisory Specialist

Are you passionate about cultivating relationships and crafting detailed financial strategies? At Fidelity TalentSource LLC, we provide a unique opportunity to work with an established clientele, allowing you to focus on delivering exceptional service rather than pursuing new business. Our model is designed to support your professional development while ensuring the success of our clients.

Position Overview

  • Engage with clients at our Investor Center, providing tailored advice and financial planning to enhance the firm's reputation.
  • Leverage industry-leading resources to foster connections with a loyal client base.

Qualifications

  • Proven track record in relationship management, discerning client needs, and delivering effective solutions.
  • Possession of FINRA Series 7 & 63 licenses, or willingness to obtain Series 65/66 after hiring.
  • Skilled in articulating complex financial concepts to knowledgeable clients while establishing trust.

Essential Skills

  • Expertise in introducing clients to diverse investment options and consolidating their assets.
  • Adaptable, team-oriented, and focused on client satisfaction.
  • Dedicated to providing outstanding customer service and surpassing client expectations.

Compensation and Benefits

We offer a competitive compensation package that includes a base salary, comprehensive benefits, and extensive training resources.

Client Impact

  • Guide clients in reaching their retirement aspirations.
  • Provide holistic investment strategies and retirement solutions.
  • Foster client engagement through effective communication and relationship development.

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 a top workplace, we prioritize integrity, transparency, and safety in the financial sector.



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