Job details

Financial Consultant - Torrance, CA

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Job Description:

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The Expertise We’re Looking For

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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
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

The Skills You Bring

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
Extensive knowledge of investment solutions

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community

The base salary range for this position is $55,000 - $75,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA

Category:

Sales

Average salary estimate

$65000 / YEARLY (est.)

min

max

$55000K

$75000K

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What You Should Know About Financial Consultant - Torrance, CA, FMR

If you are seeking an exciting career as a Financial Consultant in Torrance, CA, look no further than Fidelity! This position offers a unique opportunity to focus on building lasting relationships with clients while leveraging an established client base and industry-leading resources. You won’t have to worry about sourcing new clients since we have a robust business model that feeds you potential opportunities right out of the gate. Here at Fidelity, we value your professional growth and flexibility, providing extensive training and support to help you succeed in delivering personalized financial planning services. Your role will involve engaging directly with customers in an Investor Center, guiding them through complex financial solutions tailored to their unique needs, and ensuring they have the right investment strategies to meet both short- and long-term goals. To excel, you’ll need a proven track record of relationship-building and strong presentation skills. A license, such as FINRA Series 7 & 63, is required, and if you aren’t certified, we’ll support you in obtaining the necessary credentials. Your passion for helping clients thrive and your enthusiasm for discovering new investment strategies will set you apart! Fidelity recognizes your commitment and offers a comprehensive benefits package, competitive base salary, and ongoing educational assistance. So why wait? Take the next step in your career with Fidelity - where your skills will not only drive your success but also enhance the financial well-being of our clients and community.

Frequently Asked Questions (FAQs) for Financial Consultant - Torrance, CA Role at FMR

What are the qualifications needed for a Financial Consultant at Fidelity in Torrance, CA?

To become a Financial Consultant at Fidelity in Torrance, CA, candidates need to possess the FINRA Series 7 & 63 licenses. Having either the Series 65 or 66 license is essential as well; if you don’t have one, you will need to acquire it upon hire. Previous experience in building client relationships and presenting complex financial solutions is also a key criterion, along with excellent interpersonal skills.