Financial Consultant I - The Woodlands, TX jobs in United States
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Fidelity Bank · 2 months ago

Financial Consultant I - The Woodlands, TX

position1701 Lake Robbins Dr, The Woodlands TX
timeFull-time
remoteHybrid
seniorityEntry Level
date5+ years exp

Fidelity Bank is seeking a Financial Consultant I to join their team in The Woodlands, TX. This role involves providing structured training and support to help individuals transition into financial services, while focusing on building meaningful relationships with clients to guide them towards financial security.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Supporting our client by providing comprehensive investment solutions and retirement plans to meet their needs both now, and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Continue to make a positive impact on your community while honing your professional skills and experience

Qualification

Series 7Series 66Sales experienceInvestment products knowledgeCustomer experienceInterpersonal communicationRelationship buildingMotivation

Required

5 or more years of successful sales experience in another industry
Keen ability to present complex solutions or products to a sophisticated client base
Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future
You are comfortable working in an energetic sales environment
Committed to delivering an outstanding customer experience, you have a passion for seeing those in your community thrive
Motivated by results, you take initiative and exceed expectations
Supporting our client by providing comprehensive investment solutions and retirement plans to meet their needs both now, and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Continue to make a positive impact on your community while honing your professional skills and experience

Preferred

Degree and/or other professional certifications highly preferred, but not required

Benefits

Generous, predictable compensation throughout the program

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.
dateFounded in 1974
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
http://www.LionBank.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase