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Senior Financial Consultant
Senior Financial ConsultantFidelity Investments • Simi Valley, CA, United States
Senior Financial Consultant

Senior Financial Consultant

Fidelity Investments • Simi Valley, CA, United States
14 hours ago
Job type
  • Full-time
Job description

Are you ready to elevate your career and focus on what you do best? If you're eager to enhance client relationships and develop comprehensive financial plans, we invite you to join an established team at Fidelity, a leader in the financial services industry. Enjoy the benefits of a proven business model with an existing client base, allowing you to prioritize relationship-building and strategic planning.

Your Role : As a Senior Financial Consultant at our Investor Center, you will connect with clients face-to-face, offering tailored guidance and financial solutions while embodying the Fidelity brand. Our open architecture product platform and top-notch resources ensure your success as you engage with a loyal client base.

What We're Looking For :

  • Demonstrated success in relationship-building and solution-oriented financial advising.
  • FINRA Series 7 & 63 licensed; ability to obtain Series 65 or 66 if not already licensed.
  • Strong presentation skills to communicate complex financial solutions effectively.
  • A degree or relevant certifications are valuable; we offer a Tuition Reimbursement program to assist in achieving your CFP or degree.

Skills That Will Set You Apart :

  • A strategic mindset for introducing and discussing investment strategies with clients.
  • Team-oriented with a coachable attitude and a sincere curiosity to learn.
  • A passion for exceptional customer service and a commitment to client success.
  • Proactive in delivering results and finding innovative financial solutions.
  • Thorough knowledge of available investment products and strategies.
  • What We Offer : At Fidelity, our greatest asset is our people. We provide a competitive compensation package, including a stable base salary ranging from $60,000 to $75,000, plus opportunities for bonuses and variable compensation based on performance. We also emphasize work-life balance, offering benefits like comprehensive health care coverage, retirement planning, generous paid time off, and educational assistance including student loan repayment and tuition reimbursement.

    Please note that most roles at Fidelity are hybrid, requiring associates to work onsite every other week (all business days, M-F) at our office. Our location is in Century City, CA.

    Join us in making a positive impact in the lives of our clients while developing your career in a supportive and dynamic environment.

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    Financial Consultant • Simi Valley, CA, United States

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