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Fidelity Bank · 4 hours ago

Financial Consultant - Arlington, VA

Arlington, VA

Full-time

Hybrid

Mid Level

Fidelity Bank is a stable industry leader in financial services, seeking a Financial Consultant to engage face-to-face with customers and provide personalized financial planning. The role focuses on deepening client relationships and offering comprehensive investment solutions while leveraging Fidelity's resources and existing client base.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

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

Nurture relationships with an existing client base

Introduce clients to different investment strategies and bring together additional client assets

Deliver outstanding customer experience with a passion for seeing others thrive

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

Provide comprehensive investment solutions and retirement plans to meet client needs

Qualification

FINRA Series 7FINRA Series 66Investment solutions knowledgeCertified Financial PlannerCoachableCuriousInterpersonal 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

Benefits

Competitive total rewards package

Training in-branch, regionally, nationally, and virtually

Company

Fidelity Bank

Fidelity Bank is a commercial bank providing services financial sercvices.

Founded in 1974

Atlanta, Georgia, USA

1001-5000 employees

http://www.LionBank.com

Funding

Current Stage

Late Stage

Total Funding

unknown

2018-12-17Acquired

2014-09-01Private Equity

Company data provided by crunchbase