- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
- Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Being coachable, collaborative, and curious are your "go to" attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, you take initiative and exceed customer expectations
- Extensive knowledge of investment solutions
- Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
- Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
- You have a steadfast commitment to your clients while making a positive impact in the community
-
SAP Financial Consultant
1 week ago
Diligente Technologies San Francisco, United StatesDiligente Technologies is looking to hire a SAP S4 Hana Financial Analyst, for our Client. This is a hybrid role (minimum 1 day onsite) in San Francisco, 6 months to start with. · Job Description: · We're seeking a highly skilled Senior SAP S/4Hana FI/CO Consultant with over 12 y ...
-
Financial Consultant
1 week ago
Fidelity TalentSource LLC San Francisco, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business ...
-
Financial Consultant
4 weeks ago
Fidelity Talentsource Llc San Francisco, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business ...
-
Financial Consultant
4 days ago
TIAA San Francisco, United States Full time· The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regiona ...
-
Financial Consultant
1 day ago
Fidelity Investments San Francisco, United States Full timeJob Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model wi ...
-
Publicis Sapient San Francisco, United States Full timeJob Description · As a Principal in our Financial Services Practice, you will actively participate in the growth and development of the Management Consulting practice at Publicis Sapient. Your role will focus on shaping goal- oriented Digital Business Transformations for our cli ...
-
Senior Consultant in Financial Crimes
3 weeks ago
Sia Partners San Francisco, United StatesCompany Description · Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect to achieve ...
-
Financial Sales Consultant Senior
3 weeks ago
PNC San Francisco, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
ERP Financial Consultant with S2P
3 weeks ago
eTeam Inc. San Francisco, United StatesWe are looking for creative problem solvers focused on creating great experiences while proactively mitigating risk by finding innovative, automated solutions to improve and standardize these complex sets of processes and systems. You will work to ensure the highest level of qual ...
-
Advisory Solution Consultant, Financial Services
2 weeks ago
ServiceNow West Valley City, United StatesCompany Description · At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else can for our customers and communities. By joining ServiceNow, you are part of an ...
-
Financial Consultant
2 weeks ago
Fidelity Investments Larkspur, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business ...
-
Segal San Francisco, United StatesAre you passionate about delivering trusted advice that improves lives? · Are you inspired by solving for mysteries in pharmacy benefits data? · This opportunity may be for you · Our Senior Consultant, Pharmacy Benefits Financial Analysis creates and analyzes pharmacy benefits ...
-
Segal San Francisco, United StatesAre you passionate about delivering trusted advice that improves lives? · Are you inspired by solving for mysteries in pharmacy benefits data? · This opportunity may be for you · Our Senior Consultant, Pharmacy Benefits Financial Analysis creates and analyzes pharmacy benefits ...
-
Keenan San Francisco, United States3 weeks ago · Be among the first 25 applicants · Save this job with your existing LinkedIn profile, or create a new one. · Save this job with your existing LinkedIn profile, or create a new one. · Your job seeking activity is only visible to you. · Email · Welcome back · Sig ...
-
ProCore CPA San Francisco, United StatesJob Description · We're looking for a Strategic Product Consultant to support the specialization of our Financial Management and Preconstruction product lines for Owners. In this role, you'll leverage your consultative-mindset and knowledge of the real estate development and con ...
-
ERP Financial Consultant with S2P
3 weeks ago
eTeam Inc. San Francisco, United States· We are looking for creative problem solvers focused on creating great experiences while proactively mitigating risk by finding innovative, automated solutions to improve and standardize these complex sets of processes and systems. You will work to ensure the highest level of q ...
-
Financial Consultant
3 weeks ago
Fidelity Talentsource Llc Burlingame, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business ...
-
Financial Consultant
2 days ago
Fidelity Investments Burlingame, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mod ...
-
Financial Consultant
2 weeks ago
Fidelity TalentSource LLC Burlingame, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business ...
-
Financial Consultant
2 weeks ago
Fidelity Investments Burlingame, United StatesJob Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model w ...
Financial Consultant - San Francisco, United States - Fidelity Investments
Description
Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We 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.
The Expertise We're Looking ForFidelity'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 benefit programs are designed to help you and your family strike the right balance. 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 DeliverPlacement 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.
We offer a wide range of to meet your evolving needs and help you live your best life at work and at home. These 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. Note, the application window closes when the position is filled or unposted.
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACompany Overview
Fidelity 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 Us
At 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 top 10 Best Place to Work in 2024. 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.
blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
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.
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 , prompt 2, option 3.
We welcome those with experience in jobs such as Senior Accountant, Billing, Cost, and Rate Clerk, and Bookkeeper and others in the Accounting and Finance to apply.
Financial Consultant professionals in San Francisco
-
Darnea Olson
3D Imaging Tech Consultant & Software Expert
-
kshitija gupte
Sr. Data Scientist
-
Stephen Foster
Private Wealth Professional
-
Avash Pardhootman
VP: Strategic Finance