Financial Consultant

4 weeks ago


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

Fidelity TalentSource LLC is seeking a highly skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment strategies and financial planning.

Key Responsibilities
  • Engage with clients to understand their financial needs and goals
  • Develop and implement personalized financial plans to help clients achieve their goals
  • Provide expert advice on investment strategies and financial products
  • Build and maintain strong relationships with clients to ensure their ongoing financial well-being
  • Stay up-to-date on industry trends and developments to provide the best possible advice to clients
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations
  • 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

Fidelity TalentSource LLC offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. 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.

Why Join Us

Fidelity TalentSource LLC is a top 10 Best Place to Work in 2024, as recognized by our employees. We offer a range of opportunities for learning so you can build the career you've always imagined. Our hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates.


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