Financial Consultant

2 weeks ago

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

Job Summary:

Fidelity Investments is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage with clients to understand their financial goals and provide personalized investment solutions to help them achieve their objectives.

About the Role:

This is a unique opportunity to work with a stable industry leader, Fidelity, which provides a business model with an existing client base and institutional feeders of business. You will have the opportunity to deepen relationships and create complex financial plans, while also benefiting from a competitive total rewards package and a range of benefits to support your well-being.

Key Responsibilities:

  • Build relationships with clients to understand their financial goals and provide personalized investment solutions
  • Develop and implement comprehensive investment plans to help clients achieve their objectives
  • Stay up-to-date with industry trends and developments to provide expert advice to clients
  • Collaborate with colleagues to share knowledge and best practices
  • Meet or exceed sales targets and revenue goals

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: $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
  • Education assistance, including student loan repayment, tuition reimbursement, and learning resources

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

Why Join Us:

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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