- 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
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Wealth Management Consultant
1 week ago
Fidelity Investments Santa Barbara, 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 ...
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Wealth Management Consultant
1 week ago
Fidelity Investments Santa Barbara, CA, 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 ...
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Project Manager
3 days ago
TynanGroup LLC Santa Barbara, United StatesCompany Description · TynanGroup is a national real estate development services firm that has been helping clients successfully navigate the development process for over two decades. With more than $8 billion worth of project experience, TynanGroup is a leader in the industry; re ...
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Talent Acquisition Specialist
3 days ago
California Retina Consultants Santa Barbara, United States**Talent Acquisition Specialist** · We are seeking a dedicated Talent Acquisition Specialist to join our HR team. Reporting to the Associate Director of HR, the Talent Acquisition Specialist will play a key role in supporting and driving the full-cycle recruitment functions for C ...
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Clinical Effectiveness Consultant Ii
1 week ago
Sansum Clinic Santa Barbara, United StatesThe Clinical Effectiveness Consultant II serves as primary support to clinical and operational leadership in monitoring and evaluating processes for outcomes management, performance improvement, patient safety and regulatory compliance. Facilitates clinical improvement activities ...
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Utility Construction Project Manager
1 day ago
Alternative Fuel Real Estate Santa Barbara, United StatesAre you ready to lead the charge in utility construction? Join us at **Utility Consulting Partners**, located in the picturesque city of Santa Barbara, CA. We're offering a full-time hybrid role as a **Utility Construction Project Manager**, where you'll enjoy **competitive pay o ...
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Clinical Effectiveness Consultant Iv
1 week ago
Sansum Clinic Santa Barbara, United StatesThis position serves as primary support to clinical and operational leadership in monitoring and evaluating processes for outcomes management, performance improvement, patient safety and regulatory compliance. This position conducts organization-wide performance improvement activ ...
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Santa Barbara County Program Director
1 week ago
Managed Career Solutions Santa Barbara, United StatesJob Description - Santa Barbara Deputy Program Director · Reporting to the Executive Director, and assigned Regional Program Director, the The Santa Barbara County Program Director is in charge of meeting contractual goals and objectives of the Santa Barbara County American Job C ...
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Grocery Stocker
1 day ago
KeHE Distributors, LLC Santa Barbara, United StatesWhy Work for KeHE?: · - Full-time · - Pay Range: $12.36/Hr. - $18.09/Hr. · - Shift Days:, Shift Time: · - Benefits after 30 days · - Health/Rx · - Dental · - Vision · - Flexible and health spending accounts (FSA/HSA) · - Supplemental life insurance · - 401(k) · - Paid time off · ...
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Grocery Merchandiser
23 hours ago
Shaker | DPI (hosted) Santa Barbara, United States**Salary Range: $17 - $19 / hour** · **This would be supporting the Santa Barbara CA area** · Good people, working with good people, for our common good. · **Sound good?** · KeHE-a natural, organic, specialty and fresh food distributor-is all about "good" and is growing, so there ...
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Student Disability Specialist 3
1 day ago
University of California, Santa Barbara Santa Barbara, United States**Job Code**: 4556 · **Job Open Date**: 5/15/24 · **Application Review Begins**: 5/30/24 · **Department Code (Name)**: STSP (STUDENT SPECIAL SERVICES) · **Percentage of Time**: 100% · **Union Code (Name)**: 99- Non-Represented · **Employee Class (Appointment Type)**: Staff: Caree ...
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Service Advisor
6 days ago
Toyota of Santa Barbara Santa Barbara, United StatesWe are looking for an energetic and. hard working Service Advisor to join our team Toyota of Santa Barbara is a fast paced, rewarding dealership with huge growth potential. We are seeking the right people to grow with us and develop their careers. The responsibilities of a Servic ...
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Director of Community Development
1 week ago
Tri-Counties Regional Center Santa Barbara, United States**Job Title**: DIRECTOR, COMMUNITY DEVELOPMENT*** · **Job Summary**: · As a member of the senior management team, provides person-centered leadership to direct the formulation and implementation of the agency Quality Assurance, Community Placement, Peer Advocacy, and Resource Dev ...
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Director of Advancement
1 week ago
Family Service Agency of Santa Barbara County Santa Barbara, United States**Why join our countywide agency?** · - Because each day we are making a difference in our community, and because we have a positive, employee · - and client-centered work culture. · - We pay competitive rates and offer a strong benefits package that includes generous vacation, s ...
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Counseling Psychologist
6 days ago
University of California, Santa Barbara Santa Barbara, United States**Job Code**: 009558 · **Job Open Date**: 4/12/2024 · **Application Review Begins**: 4/29/2024; open until filled · **Department Code (Name)**: COUN (Counseling and Psychological Services) · **Percentage of Time**: 100% · **Union Code (Name)**: HX (Healthcare) · **Employee Class ...
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Associate (Or Assistant) Ombuds
3 hours ago
University of California, Santa Barbara Santa Barbara, United States**Job Code**: or · **Job Open Date**:05/16/2024 · **Application Review Begins**:06/03/2024 · **Department Code (Name)**: OMBD (Office of the Ombuds) · **Percentage of Time**:100% · **Union Code (Name)**:99 Non-Represented · **Employee Class (Appointment Type)**:Staff (Career) · ...
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Collection Strategist Librarian
4 days ago
University of California Santa Barbara Santa Barbara, United StatesJob #JPF02758 · - Library / Office of the Executive Vice Chancellor / UC Santa Barbara · POSITION OVERVIEW · **Position title**: Collection Strategist Librarian · **Salary range**: Please see Table 26B for the salary range for this position. A reasonable estimate for this positio ...
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Director of Security
3 hours ago
Birnam Wood Golf Club Santa Barbara, United States**Director of Security****: · **Reports to**:General Manager/COO**: · **Supervises**:Security Officers · **Classification**: Exempt · **Job Summary** · As the Director of Security, you will be responsible for the planning, developing, implementing, and managing comprehensive secu ...
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Housing Navigator, Safe Parking Program
1 week ago
New Beginnings Counseling Center Santa Barbara, United States**Housing Navigator, Safe Parking Program, South County** - Full Time, Hourly Non-Exempt. The Housing Navigator works closely with clients and prospective property owners and managers to secure permanent housing opportunities for homeless individuals and families. Locates availab ...
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Design Project Manager
3 days ago
CLEAR CONSTRUCTION INC Santa Barbara, United StatesLead with creativity, drive, and precision as our Clear Architecture's Design Project Manager, where we are SIMPLIFYING THE COMPLEXITY OF CREATING ENVIRONMENTS · Job Title · Design Project Manager · Department · Architectural Design · Focus · Project Management · Reports To · Pri ...
Wealth Management Consultant - Santa Barbara, United States - Fidelity Investments
Description
Job Description:
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 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 Were Looking ForFidelitys 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, 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 65 - 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 Accountant, Billing, Cost, and Rate Clerk, and Accounting Manager and others in the Accounting and Finance to apply.
Wealth Management Consultant professionals in Santa Barbara
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Giulia Sgargetta
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