Investment Consultant - Marin, CA
Fidelity Bank is a stable industry leader in financial services, seeking an Investment Consultant to join their team. In this role, you will develop customized financial plans for clients, focusing on providing investment solutions and growing relationships with existing clients.
Responsibilities
- Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
- Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
- Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
- In this role you will work directly with clients to help them make investment decisions that are in their best interest
- By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future
Skills
- Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
- Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
- You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
- Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
- You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
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, and learning resources to develop your career
Company Overview