Fidelity Bank · 1 month ago
Financial Consultant - Grand Rapids, MI
Grand Rapids, MI
Full-time
Hybrid
Mid LevelFidelity Bank is a stable industry leader seeking a Financial Consultant to engage face-to-face with customers, offering guidance and personalized financial planning. The role involves nurturing relationships with an existing client base and providing comprehensive investment solutions and retirement plans.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
Responsibilities
Engage face-to-face with customers, offering guidance and personalized planning
Nurture relationships with an existing client base
Provide comprehensive investment solutions and retirement plans
Mentor and support customers as they look to reach their retirement goals
Effectively engage clients through personal interactions
Introduce clients to different investment strategies
Deliver outstanding customer experience
Qualification
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
Benefits
Competitive total rewards package
Stable base salary
Benefit programs designed to help you and your family strike the right balance
Training in-branch, regionally, nationally, and virtually
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