Fidelity Bank · 2 months ago
Investment Consultant - Albany, NY
Albany, NY
Full-time
Onsite
Mid Level
$59K/yr - $74K/yrFidelity Bank is a stable industry leader in financial services committed to improving clients' lives. The Investment Consultant role involves developing customized financial plans, engaging with existing clients, and providing tailored investment solutions to enhance client relationships.
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Responsibilities
Develop customized financial plans through a wide range of products and services using sound judgment and Fidelity's planning tools
Engage with existing clients and warm leads to provide investment solutions and grow relationships with a dedicated local advisor
Utilize Fidelity’s guidance tools to engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to a wealth management partner based on needs and financial complexity
Work directly with clients to help them make investment decisions that are in their best interest, navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs
Qualification
Required
Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
Founded in 1974
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase