Jobs
>
Pasadena

    Investment Consultant - Pasadena, United States - Fidelity Talentsource Llc

    Fidelity Talentsource Llc
    Fidelity Talentsource Llc Pasadena, United States

    1 week ago

    Fidelity TalentSource LLC background
    Description

    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 hire
    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 of each
    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 $56,000 - $82,000 per year.

    \u00A0 Placement 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\u00A0

    We 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 0- FINRA, Series 6- FINRA, Series 6- FINRA

    Company 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

    Glassdoor Employees Choice Award

    , 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
    Fidelity's working model

    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,

    detailed in this document

    , 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.

    #J-18808-Ljbffr
  • Fidelity Investments

    Investment Consultant

    1 day ago

    Fidelity Investments Burbank, United States

    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 ...

  • Fidelity Investments

    Investment Consultant

    2 days ago

    Fidelity Investments Burbank, United States

    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 o ...

  • Fidelity Investments

    Investment Consultant

    1 week ago

    Fidelity Investments Burbank, United States

    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 ...

  • Fidelity Talentsource Llc

    Investment Consultant

    1 week ago

    Fidelity Talentsource Llc Burbank, United States

    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 importan ...

  • Fidelity Investments

    Investment Consultant

    1 week ago

    Fidelity Investments Woodland Hills, United States

    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 ...

  • Fidelity Talentsource Llc

    Investment Consultant

    2 days ago

    Fidelity Talentsource Llc Brea, United States

    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 importan ...

  • Fidelity Investments

    Investments Operations Consultant

    1 week ago

    Fidelity Investments Seal Beach, United States

    Job 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 ...

  • Fidelity Investments

    Investments Operations Consultant

    1 week ago

    Fidelity Investments Seal Beach, CA, United States

    Job 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 ...

  • Dine Brands

    Manager, Strategy

    1 week ago

    Dine Brands Pasadena, United States

    Based in Pasadena, California, Dine Brands Global, Inc. (NYSE: DIN), through its subsidiaries, franchises restaurants under Applebee's Neighborhood Grill + Bar, IHOP and Fuzzy's Taco Shop brands. With over 3,500 restaurants combined in 18 countries and 354 franchisees as of Decem ...

  • Lucas Horsfall

    Client Accounting Supervisor

    1 week ago

    Lucas Horsfall Pasadena, United States

    **Client Accounting Services Supervisor** · Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advanceme ...

  • Enhabit Home Health & Hospice

    Rn - Alf Based Home Health

    1 week ago

    Enhabit Home Health & Hospice Pasadena, United States

    Are you in search of a new career opportunity that makes a meaningful impact? If so, now is the time to find your calling at Enhabit Home Health & Hospice. · As a national leader in home-based care, Enhabit is consistently ranked as one of the best places to work in the country. ...

  • Kaiser Permanente

    Financial Planning

    1 week ago

    Kaiser Permanente Pasadena, United States

    **Job Summary**: · This individual contributor is primarily responsible for conducting and interpreting complex financial assessment and modeling, leading internal audit processes, conducting and reviewing strategic financial research, and developing reports on region/business un ...

  • Century Group

    CGP: Fund/Investment Consultant

    4 days ago

    Century Group Santa Monica, United States

    A billion-dollar capital management firm is looking for a strong consultant to help support the team on a 6-8 month project. Ideally looking for a senior level candidate with 2-5 years' experience in the fund/investment industry, major ERP, and advanced Excel. Exact compensation ...

  • New York Life Covina Valley General Office

    Financial Professional

    1 day ago

    New York Life Covina Valley General Office Alhambra, United States

    **Hybrid Remote at San Dimas, CA** · **New York Life Financial Professional** · As a New York Life Financial Professional (Agent), you will build up your personal career path and develop your client base in the SoCal area by helping clients and their families with their insurance ...

  • ALIGCUS Inc

    Residential Property Sales

    1 week ago

    ALIGCUS Inc San Gabriel, United States

    **About us**: · Ali-General Contractor US (ALIGCUS) was founded in 2008. After nearly ten years of development, the company has also developed into a full-service real estate enterprise integrating real estate investment consulting, architectural design, landscape design, and int ...

  • ALIGCUS Inc

    IT Support Specialist

    3 days ago

    ALIGCUS Inc San Gabriel, United States

    **About us**: · Ali-General Contractor US (ALIGCUS) was founded in 2008. After nearly ten years of development, the company has also developed into a full-service real estate enterprise integrating real estate investment consulting, architectural design, landscape design, and int ...

  • Third Bridge

    Entry Level Associate, Consulting Clients

    3 days ago

    Third Bridge Los Angeles, United States

    **Company Description** About Third Bridge** · Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world's top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the ...

  • Heart Of Los Angeles Youth Inc

    Director of Finance

    1 day ago

    Heart Of Los Angeles Youth Inc Los Angeles, United States

    **TITLE**: Director of Finance & Administration · **DEPARTMENT**: Administration · **REPORTS TO**: Deputy CEO · **SALARY**: $90, ,000 annually · **HOURS**: Full time - Exempt · **START DATE**: May 28, 2024 · Heart of Los Angeles (HOLA) helps young people overcome barriers through ...

  • Lowe

    Analyst

    1 week ago

    Lowe Los Angeles, United States

    Overview: · Participate in all aspects of the real estate investment/development process including analysis of commercial office, residential, hotel, resort, retail, and mixed-use developments and acquisitions as well as corporate capital market activities, which could include pa ...

  • Neuberger Berman

    Alternatives Client Advisor

    1 week ago

    Neuberger Berman Los Angeles, United States

    Summary · The Alternative Investment Product Specialist will work with Neuberger's Investment, National Accounts and Intermediary Sales teams to educate them about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involv ...