Fidelity Bank · 12 hours ago
Financial Consultant - Mission Viejo, CA
Mission Viejo, CA
Full-time
Hybrid
Mid Level
$58K/yr - $75K/yrFidelity Bank is a stable industry leader seeking Financial Consultants to deepen client relationships and create complex financial plans. In this role, you will engage with customers face-to-face, providing personalized guidance and leveraging Fidelity's resources to support their financial goals.
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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 and exceed customer expectations
Provide comprehensive investment solutions and retirement plans to meet clients' needs
Qualification
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
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment
Tuition reimbursement
Learning resources to develop your career
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