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Financial Consultant - San Luis Obispo Region

Company: Fidelity Investments
Location: Santa Barbara
Posted on: May 24, 2020

Job Description:

Job Description:Financial ConsultantReady to meet the needs of your clients in a whole new way?Are you open to being a remote member of a team that is responsible for growing the business through innovation and world class service?The Purpose of Your RoleYou will be responsible for engaging the local territory of San Luis Obispo.-- You will be provided best-in-class technology for a Full Home Office to work remotely at full capacity so that you can focus on cultivating relationships with an existing client base.---- Your keen business development skills are key to providing the appropriate investment solutions to local area clients and help expand the acquisition of new customers.-- As a remote branch employee, you will work primarily out of your home office and engage with customers locally, at an establishment of their choosing (i.e. at customer's house, workplace, restaurants, etc.).--The Expertise We're Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and state registrations required within 3 months of hireA CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe Skills You BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clienteleRemarkable knowledge of investment productsAbility to effectively work independently in an assigned territory and successfully grow the business through identified opportunitiesCollaborating virtually with multiple business partners using video technology allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needsCapability to work with sophisticated technology such as video conferencing, digital white boards, and screen sharing,Impeccable representation of the Fidelity Brand in the local San Luis Obispo area.--The Value You DeliverYou make an impact in the lives of your clients through deepening relationships and complex financial planningYou thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsYour integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsEducating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsHow Your Work Impacts the OrganizationRemotely servicing clients in the local area and backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. Outfitted with a remote office and technology, you'll have the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in crafting and nurturing a work environment that attracts the best talent and reflects our dedication to our associates. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.Certifications:Series 07 - FINRACategory:Sales We welcome those with experience in jobs such as Financial Analyst, Bookkeeper, and Payroll Specialist and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Santa Barbara , Financial Consultant - San Luis Obispo Region, Accounting, Auditing , Santa Barbara, California

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