Workplace Financial Consultant - Los Angeles, CA (Santa Monica/Torrance/Long Beach/Irvine) jobs in United States
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Fidelity Bank ยท 1 month ago

Workplace Financial Consultant - Los Angeles, CA (Santa Monica/Torrance/Long Beach/Irvine)

positionTorrance, CA
timeFull-time
remoteOnsite
seniorityMid Level
money$85K/yr - $121K/yr
date3+ years exp

Fidelity Bank is a privately held company focused on strengthening the financial well-being of clients. The Workplace Financial Consultant will work directly with plan sponsors and clients to enhance participant engagement and provide financial advice through various channels.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person
Apply the Fidelity Relationship Model during participant interactions
Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions
Conduct ongoing engagement planning with plan sponsors
Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs
Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership

Qualification

Financial services experienceSeries 7 certificationSeries 66 certificationCustomer facing experienceFinancial Planning ConceptsEngagement planningProblem solvingCommunication skills

Required

3 years of financial services experience
BA required
Series 7 and 66 required (or S63/S65)
Demonstrated familiarity with Financial Planning Concepts
Demonstrated ability to independently problem solve/prepare for new challenges
Willingness to engage in complex conversations with a clear call to action
Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients
Willingness to travel (up to 75%)

Preferred

1-2 years of customer facing experience
Demonstrated planning experience
Life & Annuity Certification

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

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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