Financial Consultant - Thousand Oaks, CA
About The Position
Join a stable industry leader at Fidelity, where you can focus on deepening client relationships and creating complex financial plans, rather than sourcing new clients. Fidelity offers a business model with an existing client base and institutional feeders of business that is unmatched in the industry. 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 full support with an open architecture product platform and top resources in the financial industry, enabling you to 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.
- 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.
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive.
- Motivated by results and finding solutions, taking initiative and exceeding customer expectations.
- Extensive knowledge of investment solutions.
Nice To Haves
- 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.
Responsibilities
- Engage face-to-face with customers in an Investor Center.
- Offer guidance and personalized financial planning.
- Extend the reach of the firm's brand.
- 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.
- Mentor and support customers in reaching their retirement goals.
- Provide comprehensive investment solutions and retirement plans to meet clients' needs.
- Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills.
- Make a positive impact in the community.
Benefits
- Competitive total rewards package.
- Stable base salary.
- Training in-branch, regionally, nationally, and virtually.
- Comprehensive health care coverage.
- Emotional well-being support.
- Market-leading retirement plans.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
