Financial Planning Consultant

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 & 6365 or 663-5 years of book management experience as an advisorExperience working with at least 200 clients or more and $100 million in AUM or moreExperience with a variety of investment products and investment solutionsBeing 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 resourcesSalary expectation: Base + Bonus (150K-170K)

Created: 2024-10-27