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Satellite Financial Consultant – San Louis Obispo

Fidelity Investments

This is a Contract position in Santa Barbara, CA posted April 21, 2020.

Job Description:

Financial Consultant

Ready to meet the needs of your clients in a whole new way?
Are you open to being a remote member of a team that is responsible for growing the business through innovation and world class service?

The Purpose of Your Role

You will be responsible for engaging the local territory of San Louis Obispo. You will be provided best-in-class technology for a Full Home Office to work remotely at full capacity so that you can focus on cultivating relationships with an existing client base. Your keen business development skills are key to providing the appropriate investment solutions to local area clients and help expand the acquisition of new customers. As a remote branch employee, you will work primarily out of your home office and engage with customers locally, at an establishment of their choosing (i.e. at customers house, workplace, restaurants, etc.).

The Expertise Were Looking For
FINRA Series 7 & 63 required prior to hire
Series 65 and/or 66 and state registrations required within 3 months of hire
A CFP is preferred; if you dont already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Skills You Bring
You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
Remarkable knowledge of investment products
Ability to effectively work independently in an assigned territory and successfully grow the business through identified opportunities
Collaborating virtually with multiple business partners using video technology allows you to craft an unsurpassed customer experience and meet the clients broad range of investment needs
Capability to work with sophisticated technology such as video conferencing, digital white boards, and screen sharing,
Impeccable representation of the Fidelity Brand in the local San Louis Obispo area.

The Value You Deliver
You make an impact in the lives of your clients through deepening relationships and complex financial planning
You thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

How Your Work Impacts the Organization

Remotely servicing clients in the local area and backed by Fidelitys open architecture, youre able to provide comprehensive investment guidance and sustain long-lasting relationships. Outfitted with a remote office and technology, youll have the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in crafting and nurturing a work environment that attracts the best talent and reflects our dedication to our associates. For information about working at Fidelity, visit
Fidelity Investments is an equal opportunity employer.

Series 07 – FINRA


We welcome those with experience in jobs such as Billing and Posting Clerk, Residential Real Estate Agent, and Payroll Specialist and others in the Accounting and Finance to apply.
by Jobble