Financial Consultant

4 weeks ago


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

We are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing personalized financial planning and investment advice to our clients. You will work closely with our clients to understand their financial goals and develop tailored investment strategies to help them achieve their objectives.

Key Responsibilities
  • Provide comprehensive financial planning and investment advice to clients
  • Develop and implement customized investment strategies to meet client goals
  • Conduct regular client reviews and updates to ensure alignment with client objectives
  • Stay up-to-date with market trends and regulatory changes to provide informed advice to clients
  • Collaborate with internal teams to ensure seamless delivery of financial services 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
  • Competitive base salary range of $55,000 - $75,000 per year
  • Bonus or other variable compensation
  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement plan
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Student loan repayment, tuition reimbursement, and learning resources to develop your career
About Fidelity

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024.


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