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Fidelity Bank · 2 days ago

Investment Consultant - San Antonio, TX

San Antonio, TX

Full-time

Onsite

Mid Level

Fidelity Bank is a stable industry leader in financial services, committed to making a difference in the lives of clients. The Investment Consultant role focuses on developing customized financial plans for existing clients and warm leads, utilizing Fidelity's planning tools and investment solutions to grow relationships and support client goals.

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Responsibilities

Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs

Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up

Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity

In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future

Qualification

Series 7 licenseSeries 66 licenseFinancial planningInvestment solutionsConsultative skillsInterpersonal skillsCommunication skills

Required

Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire

Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!

You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each

Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations

You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment