Fidelity Bank · 1 month ago
Financial Consultant - Greenwich, CT
Greenwich, CT
Full-time
Onsite
Mid LevelFidelity Bank is a leading financial services provider, seeking a Financial Consultant to enhance client relationships and guide them in wealth management and retirement planning. The role involves nurturing existing clients, providing investment solutions, and collaborating with business partners to deliver a superior customer experience.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
Responsibilities
Build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies
Nurture relationships with an existing client base
Provide appropriate investment solutions to existing clients and help expand the acquisition of new customers
Simplify complex financial concepts while building rapport and credibility with highly valued clientele
Introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Collaborate with multiple business partners to craft an unsurpassed customer experience and meet the client’s broad range of investment needs
Mentor and support customers as they look to reach their retirement goals
Educate customers on the technology and channels available to them to better monitor, maintain, and handle their investments
Qualification
Required
FINRA Series 7 & 63 required prior to hire
Series 65 and/or 66 and state registrations required within 3 months of hire
Experience with High Net Worth clients
You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
Remarkable knowledge of investment products
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs
Preferred
A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
Benefits
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
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