SanFranRecruiter
the smart solution for San Francisco jobs

Investment Consultant - Dublin, CA

Company: Fidelity Investments
Location: Dublin
Posted on: March 18, 2019

Job Description:

You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future. The 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
  • A CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role You will develop financial plans customized to the needs of Fidelity's mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions. The Skills You Bring
    • In a team-based, sales environment you take initiative and exceed expectations.
    • You have a deep understanding of various investment products, and are able to educate customers on the values and differences of each
    • Incomparable consultative selling and organizational skills The Value You Deliver
      • Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
      • With our open architecture, you offer a wide broad range of financial products and services
      • Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills How Your Work Impacts the Organization Working in our Investor Center, you will offer mentorship and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary 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.

        Keywords: Fidelity Investments, San Francisco , Investment Consultant - Dublin, CA, Other , Dublin, 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


Current College Students - Summer Camp Counselor
Description: Love working with and having an impact on kids Have loads of energy and stamina Interested in education and project-based learning Ready to take your group management skills to the next level in an (more...)
Company: Galileo Camps
Location: Oakland
Posted on: 03/21/2019

Support Counselor II
Description: Whats Your Calling You can find a job or you can find your mission. We've got some big challenges. We want you to help us make a meaningful difference. Aspiranet is a one-of-a-kind social service agency (more...)
Company: Aspiranet
Location: Stockton
Posted on: 03/21/2019

15B Aircraft Powerplant Repairer
Description: 15B Aircraft Powerplant Repairer br br Job ID: 1052850 br br Job Views: 16 br br Location: STOCKTON, California, United States br br ZIP Code: 95206 br br Job Category: Aviation br (more...)
Company: Army National Guard
Location: Stockton
Posted on: 03/21/2019


Security Officer - Warehouse in Modesto - Part Time
Description: QUALIFICATIONS/REQUIREMENTS: br br Be at least 18 years of age with high school diploma or equivalent br Possess effective written and oral communication and interpersonal skills with ability (more...)
Company: Allied Universal
Location: Modesto
Posted on: 03/21/2019

35P Cryptologic Linguist
Description: 35P Cryptologic Linguist br br Job ID: 1052764 br br Job Views: 11 br br Location: MOUNTAIN VIEW, California, United States br br ZIP Code: 94043 br br Job Category: Signal and Military (more...)
Company: Army National Guard
Location: Mountain View
Posted on: 03/21/2019

Bi-lingual Child Care Worker On-Call
Description: Your Opportunity Are you interested in being part of positive changes in child welfare services Founded in 1975 with locations across California, Aspiranet is a trusted neighbor, partner and care provider (more...)
Company: Aspiranet
Location: Salinas
Posted on: 03/21/2019

Systems Integration/Test Engineer, THAAD with Security Clearance
Description: Description: The coolest jobs on this planet- or any other- are with Lockheed Martin Space. At the dawn of a new space age, Lockheed Martin is a pioneer, partner, innovator and builder. Our amazing men (more...)
Company: LOCKHEED MARTIN CORPORATION
Location: Sunnyvale
Posted on: 03/21/2019

Caregiver Wanted - Hoping To Connect With A Wonderful Home Health Aide
Description: Posting: br Hey my name is Della. I'm looking to employ an elderly support worker available in Modesto, California.
Company: ElderCare
Location: Modesto
Posted on: 03/21/2019

Security Officer - Warehouse in Modesto - Part Time
Description: QUALIFICATIONS/REQUIREMENTS: Be at least 18 years of age with high school diploma or equivalent Possess effective written and oral communication and interpersonal skills with ability to deal with all (more...)
Company: Allied Universal
Location: Modesto
Posted on: 03/21/2019

Lot Associate
Description: Job DescriptionLot Associates assist customers with the loading of their vehicles and also monitor
Company: Home Depot
Location: Manteca
Posted on: 03/21/2019

Log In or Create An Account

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

San Francisco RSS job feeds