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Fidelity Bank · 11 hours ago

Financial Consultant - Overland Park, KS

11200 NALL AVENUE, OVERLAND PARK KS

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. This role involves engaging with customers face-to-face, offering personalized guidance and utilizing Fidelity's resources to support client needs.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

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 an outstanding customer experience with a passion for seeing others thrive

Support clients by providing comprehensive investment solutions and retirement plans

Qualification

FINRA Series 7FINRA Series 63Investment solutions knowledgeCertified Financial PlannerCoachableCuriousInterpersonal skillsRelationship buildingCustomer experience focusCollaborative

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

Training in-branch, regionally, nationally, and virtually

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