Financial Consultant - San Francisco - Fidelity Investments

    Fidelity Investments
    Fidelity Investments San Francisco

    13 hours ago

    Full time
    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 We're 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

    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 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 $60,000 - $75,000 per year.

    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.

    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.

    Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Certifications:

    Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

    Category:

    Sales
  • Work in company

    Financial Consultant

    Only for registered members

    We are currently seeking a Financial Consultant. This Financial Consultant will meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals. · Consultants will help clients with fina ...

    San Francisco

    1 month ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    Job Description: · We are seeking a Financial Consultant to join our team at Fidelity Investments. If you want more time for deepening relationships and creating complex financial plans, this is an ideal opportunity. · The Purpose of Your Role · You will work in our Investor Cent ...

    San Francisco

    1 week ago

  • Work in company

    Financial Consultant

    Only for registered members

    Join a team that is a stable industry leader and empower professional growth, flexibility and support. · ...

    San Francisco, CA

    1 month ago

  • Work in company

    Oracle Financial Consultant

    The Mice Groups, Inc.

    This position pays around $60 - $70/hr on W2. Lead requirements for workshops with FP&A, Accounting & Procurement. Design and implement data models, pipelines, and semantic layers within Oracle Finance Data Intelligence (leveraging Oracle subject areas, views, · & data products). ...

    San Francisco Bay Area

    2 days ago

  • Work in company

    Oracle Financial Consultant

    Only for registered members

    We have following position open with our client: · Oracle Financial Consultant · This is a technical role requiring strong techno-functional knowledge in GL, AP and FA to alter existing interfaces and reports. · Bullet points:5+ years of experience in creating trial balance repor ...

    San Francisco

    2 weeks ago

  • Work in company

    Financial Consultant Associate

    Only for registered members

    To perform administrative duties and provide support to the Financial Consultant of Wealth Management. · ...

    San Francisco, CA

    1 month ago

  • Work in company

    VP, Financial Consultant

    Only for registered members

    As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, · providing them with wealth management and financial planning advice.A valid and active FINRA Series 7 license required · Obtaining or acquiring FINRA Series 66 (63/65) licens ...

    San Francisco, CA

    1 month ago

  • Work in company

    Oracle Financial Consultant

    The Mice Groups, Inc.

    This position pays around $60 - $70/hr on W2. Lead requirements for workshops with FP&A, Accounting & Procurement. · -Translating needs into well-formed user stories, acceptance criteria, and success metrics. Map KPIs/metrics (e.g., revenue, COGS, Opex, cash flow, AP/AR aging, PO ...

    San Francisco

    2 days ago

  • Work in company

    Oracle Financial Consultant

    Only for registered members

    This position pays around $60 - $80/hr on W2. · Lead requirements for workshops with FP&A, Accounting & Procurement. · Translating needs into well formed user stories, acceptance criteria, and success metrics. · ...

    San Francisco

    3 weeks ago

  • Work in company

    Consultant Financial Advisor

    Only for registered members

    Baker Tilly is seeking an Associate Advisor for our Wealth Advisors practice in San Francisco. We are looking for someone to help fulfill one's financial hopes and dreams by providing collaborative wealth management strategies and financial planning services. · ...

    USA CA San Francisco Bush St, United States

    1 month ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    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. · Engage face-to-face with customers offering guidance and personalized p ...

    Daly City Full time

    1 week ago

  • Work in company

    Consultant Financial Advisor

    Only for registered members

    We are currently seeking an Associate Advisor for our Wealth Advisors practice. · Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are independent members of Baker Tilly International. · ...

    San Francisco $94,000 - $139,000 (USD) Full time

    1 month ago

  • Work in company

    Oracle Cloud Financials Consultant

    Only for registered members

    + Strong written and oral communication skills. · + Strong interpersonal skills. · + Ability to work well in a team environment. · Experience with functional Oracle Cloud Financials implementation · Experience with business processes in finance and accounting including general le ...

    San Francisco

    2 weeks ago

  • Work in company

    Financial Analytics Consultant 3

    Only for registered members

    As Financial Analytics Consultant 3 at bank, you will work closely with partners in Product Management, Marketing, Risk Management, Customer Service, Collections, and Fraud to propose new business cases that are financially sound. · Leverage creative technologies in a fast-paced ...

    San Francisco, CA

    1 week ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    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 join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institution ...

    Brisbane Full time

    13 hours ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    · 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 ...

    Sausalito Full time

    1 week ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    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 insti ...

    Emeryville Full time

    1 week ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    We empower professional growth at Fidelity with an existing client base and institutional feeders of business that is unmatched in the industry.If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create compl ...

    South San Francisco

    6 days ago

  • Work in company

    Financial Consultant

    Fidelity Investments

    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 insti ...

    South San Francisco Full time

    13 hours ago

  • Work in company

    Enterprise Implementation Consultant, Financial Saas

    Only for registered members

    Implementation transforms new customers into power users of Brex Empower. · Lead end-to-end global enterprise implementations and launches. · Serve as a strategic consultant working closely with customers to discover their business needs. · ...

    San Francisco, California, United States

    1 week ago

Jobs
>
Financial consultant
>
Jobs for Financial consultant in San Francisco