The Company

Our client is seeking a passionate and dedicated Wealth Management Consultant to join their dynamic team in the Investor Center in Thousand Oaks, CA. As a Wealth Management Consultant, you will engage directly with our clients, providing personalized financial guidance and planning. You will play a key role in extending the reach of their brand, nurturing relationships, and supporting our clients in achieving their financial goals.

Key Responsibilities:

• Engage face-to-face with clients to provide comprehensive financial planning and personalized investment strategies.
• Utilize Fidelity’s open architecture product platform to offer clients a wide range of investment options and solutions.
• Develop and maintain strong relationships with an existing client base, ensuring their financial needs are met and exceeded.
• Collaborate with a team of professionals to deliver top-tier service and support to our clients.
• Educate clients on the benefits and features of Fidelity’s products and services, helping them make informed financial decisions.
• Stay informed about market trends and industry developments to provide relevant and timely advice to clients.
• Actively contribute to the growth of the Investor Center by attracting new clients and deepening relationships with existing ones.

Qualifications:

• Bachelor’s degree or equivalent experience.
• Proven track record of building and managing client relationships.
• In-depth knowledge of financial planning principles, investment products, and retirement planning.
• Strong communication and interpersonal skills, with the ability to simplify complex financial concepts.
• Series 7 and 63 licenses required; Series 65 or 66 licenses preferred.
• A commitment to providing exceptional client service and a passion for helping clients achieve their financial goals.