Investment Consultant - San Francisco, CA
Company: Fidelity Investments
Location: San Francisco
Posted on: September 19, 2023
Job Description:Investment Consultant
You joined the financial services industry to make a difference in
the lives of your clients. At Fidelity, we have a relentless
commitment to our clients. Come join a firm that is a stable
industry leader where we focus on the importance of communicating
to connect and not just communicating to transact. We empower
professional flexibility, growth, and support thus enabling
long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized
financial plans through a wide range of products and services using
your sound judgment, keen knowledge of products, and
Fidelity\u2018s planning tools. Instead of spending your time
sourcing new customers, you will engage with existing clients and
warm leads, which will allow your focus to remain where it matters
most: providing investment solutions and growing relationships with
a dedicated local advisor.
The Expertise We re Looking For
- Effectively utilizing Fidelity s guidance tools, you engage in
financial planning discussions by presenting solutions and service
offerings that best meet client needs
- Leveraging technology, you can prepare for and conduct
efficient one-on-one appointments to make the best use of the
client s time, as well as plan for post-appointment follow-up
- Growing relationships through proactive outreach, you seek to
understand clients goals and objectives and refer them to a wealth
management partner based on needs and financial complexity
- Series 7 & 63 licensed; Series 65 or 66 and appropriate state
registrations preferred, OR ability to acquire quickly upon
- Degree and/or other professional certifications such as a CFP
are helpful; if you don t already have a CFP or degree, our Tuition
Reimbursement program can help you obtain one!
The Skills You Bring
- You have a comprehensive understanding of various investment
solutions, and can educate customers on the values and differences
- Your interpersonal skills and ability to grow relationships are
exemplary; you take initiative and exceed expectations
- You have outstanding communication and consultative skills, and
you thrive in a fast-paced work environment
Our Investments in You
Fidelity s greatest advantage is our people, and we believe it is
important to approach life holistically. We offer a competitive
total rewards package, including a stable base salary, to recognize
associate achievements. And our\u202Fbenefit programs\u202Fare
designed to help you and your family strike the right
balance.\u00A0 We offer training in-branch, regionally, nationally,
and virtually to help you with all aspects of your business. You
will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make
investment decisions that are in their best interest.\u00A0 By
effectively navigating Fidelity s planning and guidance tools,
presenting and implementing solutions that best meet the client s
needs, you will have a lasting impact on the client s financial
future.Please note this role requires in-person attendance in the
assigned Branch location.
The base salary range for this position is $50,000 - $84,500 per
year. \u00A0Placement in the range will vary based on job
responsibilities and scope, geographic location, candidate s
relevant experience, and other factors.
Base salary is only part of the total compensation package.
Depending on the position and eligibility requirements, the offer
package may also include bonus or other variable compensation.
\u00A0\u00A0We offer a wide range of benefits to meet your evolving
needs and help you live your best life at work and at home.
\u00A0These benefits include comprehensive health care coverage and
emotional well-being support, market-leading retirement, generous
paid time off and parental leave, charitable giving employee match
program, and educational assistance including student loan
repayment, tuition reimbursement, and learning resources to develop
your career. \u00A0Note, the application window closes when the
position is filled or unposted.Certifications:Series 07 - FINRA,
Series 63 - FINRA, Series 66 - FINRA
Company OverviewFidelity Investments is a privately held company
with a mission -to strengthen the financial well-being of our
clients. -We help people invest and plan for their future. We
assist companies and non-profit organizations in delivering
benefits to their employees. And we provide institutions and
independent advisors with investment and technology solutions to
help invest their own clients' money.Join UsAt Fidelity, you'll
find endless opportunities to build a meaningful career that
positively impacts peoples' lives, including yours. You can take
advantage of flexible benefits that support you through every stage
of your career, empowering you to thrive at work and at home.
Honored with a -, we have been recognized by our employees as a
Best Place to Work in 2023. And you don't need a finance background
to succeed at Fidelity-we offer a range of opportunities for
learning so you can build the career you've always imagined.At
Fidelity, our goal is for most people to work flexibly in a way
that balances both personal and business needs with time onsite and
offsite through what we re calling \u201C\u201D. Most associates
will have a hybrid schedule with a requirement to work onsite at a
Fidelity work location for at least one week, 5 consecutive days,
every four weeks. These requirements are subject to change.We
invite you to -Find Your Fidelity -at -.Fidelity Investments is an
equal opportunity employer. We believe that the most effective way
to attract, develop and retain a diverse workforce is to build an
enduring culture of inclusion and belonging.Fidelity will
reasonably accommodate applicants with disabilities who need
adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR
Accommodation Team by sending an email to -, or by calling
800-835-5099, prompt 2, option 3.At Fidelity, we value honesty,
integrity, and the safety of our associates and customers within a
heavily regulated industry. Certain roles may require candidates to
go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go
through a background investigation and may be asked to provide
additional documentation as requested. This investigation includes
but is not limited to a criminal, civil litigations and regulatory
review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history,
depending on the role. Where permitted by federal or state law,
Fidelity will also conduct a pre-employment drug screen, which will
review for the following substances: Amphetamines, THC (marijuana),
cocaine, opiates, phencyclidine.
Keywords: Fidelity Investments, San Francisco , Investment Consultant - San Francisco, CA, Professions , San Francisco, California
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