Financial Planning Consultant - job 3 of 3

"One of our top financial clients is seeking to hire a Financial Consultant for their Burlingame, CA branch location. You will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. The client will 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."Qualifications they will be looking for:• Must obtain a series 7 license & 66 license ( 63/65 can override 66)• 3-5 years of book management experience as an advisor• Experience working with at least 200 clients or more and $100 million in AUM or more• Experience with a variety of investment products and investment solutions• Being able to explain how they were able to build successful previous relationships, uncovering needs, and recommending solutions• experience with being client focused and seeing themselves progressing in this specific role for more than 2-3+years. Potentially seeking leadership roles in the future.Day to Day:• This person will help manage a larger book business of 200+ clients depending on the location• Will work with Fidelity clients that have not been engaged in the financial process (still in the growth phase)• Engage face-to-face with customers• Building client relationships with understanding needs and recommending solutions• Will help offer guidance and personalized planning• Will be giving architecture product platforms and resourcesSalary: Base salary of $72 + variable comp. Total comes out to $170K.