Fidelity Bank · 1 week ago
Investment Consultant - Greenville, SC
Greenville, SC
Full-time
Hybrid
Entry, Mid LevelFidelity Bank is a stable industry leader in financial services, and they are seeking an Investment Consultant to develop customized financial plans for clients. The role involves engaging with existing clients, utilizing Fidelity’s tools to provide investment solutions, and growing client relationships.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
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
Required
Series 7 - FINRA
Series 63 - FINRA
Comprehensive understanding of various investment solutions
Outstanding communication and consultative skills
Ability to grow relationships
Ability to thrive in a fast-paced work environment
Preferred
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
Benefits
Tuition Reimbursement
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