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Fidelity Bank · 14 hours ago

Financial Consultant - Chandler, AZ

Chandler, AZ

Full-time

Hybrid

Mid Level

Fidelity Bank is a stable industry leader in financial services, seeking a Financial Consultant to deepen client relationships and create complex financial plans. The role involves engaging with customers face-to-face, providing personalized guidance, and utilizing Fidelity's extensive resources to support clients' financial needs.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

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

Extend the reach of the firm's brand while nurturing relationships with an existing client base

Introduce clients to different investment strategies and bring together additional client assets while engaging in positive discussions

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

Provide comprehensive investment solutions and retirement plans to meet clients' needs

Qualification

FINRA Series 7FINRA Series 66Investment solutions knowledgeClient relationship buildingCoachableCuriousCustomer experience focusCollaborativeResults-driven

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

Benefits

Competitive total rewards package

Tuition Reimbursement program

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