Financial Consultant - Palo Alto, CA
$60,000–$75,000 year
On-sitePalo Alto, California, United States
Job Summary
Engage face-to-face with customers in the Investor Center to offer personalized financial guidance, deepen existing relationships, and create complex financial plans. Introduce clients to diverse investment strategies while building rapport to extend the firm's brand reach. Utilize an open architecture product platform to recommend comprehensive solutions that support retirement goals and meet current and future needs. This role requires FINRA Series 7 & 66 licensure or the ability to acquire it, along with experience uncovering client needs. The position is based in Palo Alto, CA, with a phased transition to full-time onsite presence. Fidelity provides a competitive base salary of $60,000 - $75,000, tuition reimbursement, and extensive training resources.
Required Qualifications
- FINRA Series 7 & 66 licensed
- hold appropriate state registrations
- ability to acquire Series 66 upon hire
- Previous success in building relationships
- uncovering needs and recommending solutions
- Keen ability to present complex solutions to a knowledgeable client base
- building rapport and credibility
- Ability to thoughtfully introduce your clients to different investment strategies
- bring together additional client assets
- engaging in positive, client-centered discussions
- Being coachable
- collaborative
- curious
- Committed to delivering an outstanding customer experience
- passion for seeing others thrive
- Motivated by results and finding solutions
- take initiative
- exceed customer expectations
- Extensive knowledge of investment solutions
- steadfast commitment to your clients
- making a positive impact in the community
- reflecting your interpersonal communication
- relationship building skills
Desired Qualifications
- Degree
- other professional certifications
- CFP
- degree
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