SanFranRecruiter Since 2001
the smart solution for San Francisco jobs

Financial Consultant

Company: Fidelity Investments
Location: Santa Clara
Posted on: December 5, 2019

Job Description:

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We re Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations required within 3 months of hire
  • Experience with High Net Worth clients
  • A CFP is preferred; if you don t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe Purpose of Your RoleWe 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.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 thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
    • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client s broad range of investment needsThe Value You Deliver
      • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
      • 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 investmentsHow Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity s open architecture, you re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you 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 creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.
        Associated topics: broker, commodities, derivatives, dow jones, fiduciary, financial, ira, invest, purchase, security

Keywords: Fidelity Investments, San Francisco , Financial Consultant, Other , Santa Clara, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Associate Footwear Designer
Description: Associate Footwear DesignerIT BEGAN WITH A FLIP-FLOP. But not just any flip-flop. A sandal that revolutionized the industry, bringing biomechanical support to a quintessential summer staple. From these (more...)
Company: Vionic Group
Location: San Rafael
Posted on: 12/9/2019

Catering Delivery
Description: Earn 21/hr plus a 500 sign up bonus Bring five star local food service to companies you love. As a you will help deliver and present catered meals with the highest-quality ingredients to the fastest-growing (more...)
Company: Caviar
Location: San Rafael
Posted on: 12/9/2019

Emergency Room Travel Registered Nurse - ER RN
Description: Registered Nurses RN Emergency Room ER - 2000 Weekly InSync Consulting Services is seeking an Emergency Room ER Registered Nurse RN who will assume responsibility and accountability for the application (more...)
Company: InSync Consulting Services
Location: San Rafael
Posted on: 12/9/2019


Med/Surg Telemetry Registered Nurse - Travel RN
Description: InSync Consulting is urgently seeking several MS/Tele Registered Nurses RN for Day and Night shifts for a fantastic hospital in the Northern CA area. Interviews are happening very
Company: InSync Consulting Services
Location: San Rafael
Posted on: 12/9/2019

Full Time Psychologist - Make Up To $3,080/Week
Description: Full time Psychologists needed - up to 3,080/ week Stockton, CA InSync Consulting Services is seeking experienced Psychologists for a contract opportunity in Stockton, CA at a Correction facility. (more...)
Company: InSync Consulting Services
Location: Watsonville
Posted on: 12/9/2019

Behavioral Case Mgr
Description: Position Purpose: Perform duties related to the day to day operations of the Integrated Case Management functions to include working with members identified as high risk to identify needs and goals to (more...)
Company: Centene Corporation
Location: San Rafael
Posted on: 12/9/2019

Med/Surg Telemetry Registered Nurse - Travel RN
Description: InSync Consulting is urgently seeking several MS/Tele Registered Nurses RN for Day and Night shifts for a fantastic hospital in the Northern CA area. Interviews are happening very
Company: InSync Consulting Services
Location: Watsonville
Posted on: 12/9/2019

Registered Nurse (RN) – Critical Care (ICU) up to $2,784/wk
Description: Winter needs are here And InSync Consulting has a need for experienced Intensive Care Unit Registered Nurses RN in Central amp Northern California.
Company: InSync Consulting Services
Location: San Rafael
Posted on: 12/9/2019

Registered Nurse (RN) – Critical Care (ICU) up to $2,784/wk
Description: Winter needs are here And InSync Consulting has a need for experienced Intensive Care Unit Registered Nurses RN in Central amp Northern California.
Company: InSync Consulting Services
Location: Watsonville
Posted on: 12/9/2019

Agadez Airbase, Niger - Military Family Life Counselor MFLC
Description: Position Purpose: This description should be used exclusively with the SPA Salary Structure. The Counselor is a licensed mental health professional who exercises discretion and independent judgment to (more...)
Company: Centene Corporation
Location: San Rafael
Posted on: 12/9/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Francisco RSS job feeds