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Fidelity Bank · 11 hours ago

Financial Consultant - Campbell, CA

Campbell, CA

Full-time

Hybrid

Mid Level

$60K/yr - $75K/yr

Fidelity Bank is a stable industry leader in financial services, seeking a Financial Consultant to engage with customers and provide personalized financial planning. The role involves nurturing relationships with an existing client base and offering comprehensive investment solutions to help clients achieve their retirement goals.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Engage face-to-face with your customers, offering guidance and personalized planning

Help extend the reach of the firm's brand

Support 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

Mentor and support your customers as they look to reach their retirement goals

Qualification

FINRA Series 7FINRA Series 63FINRA Series 65Investment strategiesCustomer experienceCoachableCuriousInterpersonal skillsRelationship buildingCollaborative

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