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Financial Consultant
1 day ago
Fidelity Investments Burlingame, 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 ex ...
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Financial Consultant
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Financial Consultant
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Fidelity TalentSource LLC Palo Alto, 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 ...
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Workplace Financial Consultant
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Fidelity Investments Palo Alto, United StatesJob Description: · This job requires you to live in the Palo Alto, CA area, as you will be working on a local client campus 4-5 days a week. · Check out the role overview below If you are confident you have got the right skills and experience, apply today. · The Role · The Wo ...
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Workplace Financial Consultant
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Fidelity Investments Palo Alto, United StatesJob Description: · This job requires you to live in the Palo Alto, CA area, as you will be working on a local client campus 4-5 days a week. · The Role · The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, wor ...
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Workplace Financial Consultant
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Financial Consultant
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Fidelity Investments Mountain View, 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 mode ...
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Financial Consultant
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Fidelity Investments Mountain View, 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 ...
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Financial Consultant
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Fidelity TalentSource LLC Sunnyvale, 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 ...
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Financial Consultant
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Fidelity Investments Sunnyvale, 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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Financial Consultant
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Fidelity Investments Sunnyvale, 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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Financial Consultant
2 weeks ago
Fidelity Investments Sunnyvale, 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 m ...
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Financial Consultant
2 weeks ago
Fidelity TalentSource LLC Sunnyvale, 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 ...
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Financial Consultant
2 weeks ago
Fidelity TalentSource LLC Sunnyvale, 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 m ...
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Financial Consultant
2 weeks ago
Grassi Investment Management Santa Clara, United StatesGrassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience. · Our ideal candidate would be from a large firm looking to bring their expertise and know ...
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Financial Consultant
2 days ago
Grassi Investment Management Santa Clara, United StatesGrassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience.Our ideal candidate would be from a large firm looking to bring their expertise and knowled ...
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Financial Consultant
2 weeks ago
Fidelity Investments Burlingame, 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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Financial Consultant
2 weeks ago
Fidelity Investments Los Gatos, United StatesWorking 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 Financial Consultant, Financi ...
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Financial Consultant
2 weeks ago
Fidelity Investments Los Gatos, 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 ...
Financial Consultant - Palo Alto, CA, United States - Fidelity Investments
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.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.
Previous success in building relationships, uncovering needs and recommending solutionsSeries 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
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
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Extensive knowledge of investment solutions
Our Investments in You
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
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
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.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.
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.
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.
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. Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.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.We welcome those with experience in jobs such as Senior Accountant, Accounts Payable Clerk, and Financial Analyst and others in the Accounting and Finance to apply.