SanFranRecruiter Since 2001
the smart solution for San Francisco jobs

Financial Consultant - Mountain View, CA

Company: Fidelity Investments
Location: Los Altos
Posted on: March 29, 2020

Job Description:

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.Certifications:Category:Sales We welcome those with experience in jobs such as Staff Accountant, Accountant, and Bilingual Customer Service and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, San Francisco , Financial Consultant - Mountain View, CA, Other , Los Altos, 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


Freelance Videographer
Description: Kalo is the leading xHR software used by over 1,700 of the world s most notable brands to manage their freelancer workforce. Kalo.Work is a new initiative that gives freelancers the opportunity to get (more...)
Company: kalo
Location: Santa Cruz
Posted on: 03/29/2020

Lead Superintendent for Multi-Family
Description: ZCON Builders is currently looking to fill a lead superintendent position. Specifically, we are looking for an individual who has the skill, experience and knowledge to construct a 185 unit age restricted (more...)
Company: ZCON Builders
Location: San Ramon
Posted on: 03/29/2020

Extended Camp Coordinator
Description: Excited to flex your creative muscles by running your own educational program for kids Great at managing details and building relationships Extended Care Coordinators create a unique program within the (more...)
Company: Galileo Camps
Location: San Rafael
Posted on: 03/29/2020


Crop Protection Strategy and Claims Spec
Description: Bayer is a global enterprise with core competencies in the Life Science fields of health care and agriculture. Its products and services are designed to benefit people and improve their quality of life. (more...)
Company: Bayer
Location: West Sacramento
Posted on: 03/29/2020

Amazon Warehouser - Full time jobs hiring immediately
Description: Warehouse Team Member Seasonal, Full-Time Shifts: Overnight, Early morning, Day, Evening, WeekendFull time shifts available at BrisbaneSun-Wed 07:00AM-5:30PMSun-Wed 08:00PM-06:30AMThu-Sun 08:00PM-06:30AMLocation (more...)
Company: Amazon
Location: San Bruno
Posted on: 03/29/2020

Sign up to Drive with Uber
Description: Drive with Uber and earn money anytime it works for you. Driving is an easy way to earn extra, and it s totally flexible around your schedule. You decide when and how much you drive.What you need to know: (more...)
Company: Uber Driver Partners
Location: San Rafael
Posted on: 03/29/2020

Freelance Videographer
Description: Kalo is the leading xHR software used by over 1,700 of the world s most notable brands to manage their freelancer workforce. Kalo.Work is a new initiative that gives freelancers the opportunity to get (more...)
Company: kalo
Location: San Bruno
Posted on: 03/29/2020

Freelance Videographer
Description: Kalo is the leading xHR software used by over 1,700 of the world s most notable brands to manage their freelancer workforce. Kalo.Work is a new initiative that gives freelancers the opportunity to get (more...)
Company: kalo
Location: West Sacramento
Posted on: 03/29/2020

Freelance Copy Editor
Description: Kalo is the leading xHR software used by over 1,700 of the world s most notable brands to manage their freelancer workforce. Kalo.Work is a new initiative that gives freelancers the opportunity to get (more...)
Company: kalo
Location: San Ramon
Posted on: 03/29/2020

Freelance Videographer
Description: Kalo is the leading xHR software used by over 1,700 of the world s most notable brands to manage their freelancer workforce. Kalo.Work is a new initiative that gives freelancers the opportunity to get (more...)
Company: kalo
Location: Woodland
Posted on: 03/29/2020

Log In or Create An Account

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

San Francisco RSS job feeds