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Fidelity Bank · 19 hours ago

Financial Consultant - Lone Tree, CO

Lone Tree, CO

Full-time

Hybrid

Mid Level

$60K/yr - $75K/yr

Fidelity Bank is a stable industry leader seeking a Financial Consultant to engage with customers and provide personalized financial planning. The role focuses on nurturing client relationships and delivering comprehensive investment solutions to help clients achieve their retirement goals.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand

Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals

Supporting our clients 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

You have a steadfast commitment to your clients while making a positive impact in the community

Qualification

FINRA Series 7FINRA Series 66Investment solutions knowledgeCertified Financial PlannerCoachableInterpersonal skillsRelationship buildingCustomer experience focusCollaborative

Required

Previous success in building relationships, uncovering needs and recommending solutions

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 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