We are looking for a Financial Consultant to work for a leader in the financial industry. This person will be responsible for managing a book of 200+ clients. They will also be responsible for understanding the client’s needs and recommending solutions in order to help support them. Overall will be consistently offering guidance and financial support!
Requirements:
- Must have a series 7 license & 63/65 or 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 in a leadership position 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 resources
Salary expectation: Base + Bonus (150K-170K)
