Financial Consultant - Santa Barbara, CA

Fidelity Investments • Santa Barbara, CA

3d • Onsite

About The Position

Join a stable industry leader at Fidelity, offering a business model with an existing client base and unmatched institutional feeders. We empower professional growth, flexibility, and support for long-term success. Working in our Investor Center, you will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the firm's brand. We provide support with an open architecture product platform and top financial industry resources, while you nurture relationships with an existing client base.

Requirements

• 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.
• Extensive knowledge of investment solutions.

Nice To Haves

• Degree and/or other professional certifications are helpful.
• Tuition Reimbursement program can help you obtain a CFP or degree if you do not already have one.

Responsibilities

• Engage face-to-face with customers in the Investor Center, offering guidance and personalized planning.
• Nurture relationships with an existing client base.
• Thoughtfully introduce clients to different investment strategies.
• Bring together additional client assets while engaging in positive, client-centered discussions.
• Support clients by providing comprehensive investment solutions and retirement plans to meet their needs.
• Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills.
• Mentor and support customers as they look to reach their retirement goals.

Benefits

• Competitive total rewards package.
• Stable base salary.
• Benefit programs designed to help you and your family strike the right balance.
• Training in-branch, regionally, nationally, and virtually.
• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment.
• Tuition reimbursement.
• Learning resources to develop your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree