Apply on Employer Site

Fidelity Bank · 5 days ago

Financial Consultant - Monterey, CA

Monterey, CA

Full-time

Hybrid

Mid Level

$60K/yr - $75K/yr

Fidelity Bank is a stable industry leader seeking a Financial Consultant to work in their Investor Center. The role involves engaging with customers to provide personalized financial planning and investment solutions while nurturing relationships with an existing client base.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Engage face-to-face with customers, offering guidance and personalized planning

Extend the reach of the firm's brand by nurturing relationships with an existing client base

Introduce clients to different investment strategies and bring together additional client assets

Deliver an outstanding customer experience with a passion for seeing others thrive

Mentor and support customers as they look to reach their retirement goals

Provide comprehensive investment solutions and retirement plans to meet clients' needs

Qualification

FINRA Series 7FINRA Series 63FINRA Series 65Investment strategiesCustomer experienceMotivated by resultsInterpersonal skillsRelationship building

Required

Previous success in building relationships, uncovering needs and recommending solutions

FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire

Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility

Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions

Being coachable, collaborative, and curious are your 'go to' attributes

Committed to delivering an outstanding customer experience with a passion for seeing others thrive

Motivated by results and finding solutions, you take initiative and exceed customer expectations

Extensive knowledge of investment solutions

Preferred

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