Senior Consultant implementing modern SAP solutions in financial services at ponturo consulting AG. Collaborating with clients on accounting, controlling, and data management transformations.
SF
Hybrid Financial Consultant
Posted 2 months ago
About the role
- Financial Consultant at Fidelity engaging with clients for personalized financial planning and investment solutions. Supporting clients to meet their retirement goals with a commitment to exceptional customer experience.
Responsibilities
- Engage face-to-face with customers, offering guidance and personalized planning
- Extend the reach of the firm's brand
- Support clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Mentor and support customers as they look to reach their retirement goals
- Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills
Requirements
- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- 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
- Extensive knowledge of investment solutions
- 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 are your 'go to' attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, you take initiative and exceed customer expectations
Benefits
- Competitive total rewards package
- Stable base salary
- Training in-branch, regionally, nationally, and virtually
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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