Jobs
>
San Francisco

    Wealth Management Consultant - San Francisco, United States - Fidelity Investments

    Fidelity Investments
    Fidelity Investments San Francisco, United States

    2 weeks ago

    Fidelity Investments background
    Description

    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 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 Role

    Working 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 Were Looking For
    • 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
    The Skills You Bring
    • 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
    Our Investments in You

    Fidelitys 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 Deliver
    • 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
    The base salary range for this position is $55,000 - $75,000 per year.

    Placement in the range will vary based on job responsibilities and scope, geographic location, candidates 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

    benefits 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 - 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, youll 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 dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career youve 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.

    We welcome those with experience in jobs such as Payroll Specialist, Residential Real Estate Agent, and Senior Accountant and others in the Accounting and Finance to apply.

  • Environmental Economics, Inc.

    Managing Consultant

    1 week ago

    Environmental Economics, Inc. San Francisco, United States

    Why You Should Join the E3 Team · When you join the E3 team, you will be working on some of the most important energy issues with some of the top minds in the electricity industry. We help shape energy and climate policy, play vital roles in regulatory proceedings, advise executi ...

  • Cloud Analytics Technologies LLC

    Managing Consultant

    2 weeks ago

    Cloud Analytics Technologies LLC San Francisco, CA, United States

    Work Authorization: US Citizen, Green Card, H-1B, GC-EAD, H4-EAD, OPT-EAD, L2-EAD, TN Visa, E-3 Visa · Preferred Employment: Corp-To-Corp Contract, 1099/ Contract,Contract-To-Hire · Local Candidates Preferred. Non-local candidates must be willing to pay for your own interview t ...

  • Ryzen Solutions

    Change Management Consultant

    1 week ago

    Ryzen Solutions Palo Alto, United States

    Qualifications and Requirements · - Change Management certified (e.g. Prosci, or other change management methodology) · - Ability to work collaboratively - with project manager, project team members and leaders, etc. · - Ability to work in a matrix organization supporting various ...

  • CBRE

    Client Consulting Manager

    6 days ago

    CBRE San Francisco, United States

    Client Consulting Manager · Job ID · 166022 · Posted · 09-May-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Consulting · Location(s) · San Francisco - California - United States of America · **Are you ready to start an exciting career with C ...

  • CBRE

    Client Consulting Manager

    6 days ago

    CBRE San Francisco, United States

    Client Consulting Manager · Job ID · 165681 · Posted · 02-May-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Consulting · Location(s) · San Francisco - California - United States of America · **Are you ready to start an exciting career with C ...

  • Money Fit by DRS

    Project Management Consultant

    2 weeks ago

    Money Fit by DRS San Francisco, CA, United States

    Global Project Partners is growing and we are constantly recruiting experienced project management consultants for full-time and part-time positions in the United States and Europe. Our consultants demonstrate sound leadership, strong interpersonal, oral and written communication ...

  • Jobskey Consultancy

    Knowledge Management Consultant

    1 week ago

    Jobskey Consultancy San Francisco, United States

    About the job Knowledge Management Consultant · Position Description: · The employee will take part and contribute towards the groups corporate wide Knowledge Transfer activities. The Group aims to maintain and preserve clients critical knowledge and develop resources to train ...

  • Resources Global Professionals (RGP)

    Accounting Manager Consultant

    6 days ago

    Resources Global Professionals (RGP) San Francisco, CA, United States

    Hybrid · Hybrid up to 3 Days Onsite · Full time · United States, California, San Francisco · Consulting · On Demand Talent · City · San Francisco · Country · United States · State/Province · California · About This Role · As an Accounting Management Consultant, you will play an i ...

  • CBRE

    Client Consulting Manager

    6 days ago

    CBRE San Francisco, United States

    Client Consulting Manager · Job ID · 165681 · Posted · 02-May-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Consulting · Location(s) · San Francisco - California - United States of America · **Are you ready to start an exciting ...

  • Money Fit by DRS

    Product Management Consultant

    1 week ago

    Money Fit by DRS San Francisco, United States

    About The StealthCo · Redesign Health is launching a new venture, Heart Failure StealthCo, with the aim to increase the quality of care provided and remove cost from the healthcare system. Acute Heart Failure events place a significant strain on health systems, providers, and pa ...

  • Kaiser Permanente

    Product Development/product Management Consultant V

    4 days ago

    Kaiser Permanente Oakland, United States

    **Job Summary**: · **Essential Responsibilities**: · - Promotes learning in others by communicating information and providing advice to drive projects forward; builds relationships with cross-functional stakeholders. Listens, responds to, seeks, and addresses performance feedback ...

  • National Experienced Workforce Solutions (NEW Solutions)

    Senior Management Consultant

    1 week ago

    National Experienced Workforce Solutions (NEW Solutions) San Francisco, United States

    ID: FW1575-CA-001 Location: San Francisco Program: FWS Wage/Hr: $90.00 Hours/Week: 5 hours/week, est. 460 total hours Minimum Age: 55The Fish and Wildlife Service Experienced Services Program was established to create a unique partnership to help solve the workforce issues facing ...

  • Fidelity Investments

    Wealth Management Consultant

    1 week ago

    Fidelity Investments San Francisco, 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 w ...

  • Fidelity Investments

    Wealth Management Consultant

    2 weeks ago

    Fidelity Investments San Francisco, 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 ...

  • Fidelity Investments

    Wealth Management Consultant

    2 weeks ago

    Fidelity Investments San Francisco, 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

    Wealth Management Consultant

    2 weeks ago

    Fidelity Investments San Francisco, CA, United States

    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 with an existi ...

  • Fidelity Investments

    Wealth Management Consultant

    1 day ago

    Fidelity Investments San Francisco, United States Full time

    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 wi ...

  • Visa, Inc.

    Digital Client Consulting Manager

    1 week ago

    Visa, Inc. San Francisco, United States

    Visa Consulting and Analytics (VCA) drives tangible, impactful and financial results for Visas network clients, including both financial services and merchants. Drawing on our expertise in strategy consulting, data analytics, brand management, marke Manager, Digital, Customer Exp ...

  • CBRE

    Client Consulting Strategy Manager

    1 week ago

    CBRE San Francisco, United States

    Client Consulting Strategy Manager · Job ID · 165681 · Posted · 02-May-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Consulting · Location(s) · San Francisco - California - United States of America · **Are you ready to start an exciting care ...

  • CB Richard Ellis

    Client Consulting Strategy Manager

    1 week ago

    CB Richard Ellis San Francisco, United States

    Client Consulting Strategy Manager · Job ID · 165681 · Posted · 02-May-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Consulting · Location(s) · San Francisco - California - United States of America · Are you ready to start an exciting career ...