PaloAltoRecruiter Since 2001
the smart solution for Palo Alto jobs

Personal Financial Consultant

Company: Fidelity Investments
Location: Palo Alto
Posted on: May 24, 2020

Job Description:

Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The-- Expertise -- We------re Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don------t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The-- Purpose -- of Your Role 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The-- Skills -- You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client------s broad range of investment needs The-- Value -- You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments How Your Work-- Impacts -- the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity------s open architecture, you------re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career Certifications: Series 07 - FINRA Category: Sales We welcome those with experience in jobs such as Staff Accountant, Bookkeeper, and Accounting Assistant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Palo Alto , Personal Financial Consultant, Accounting, Auditing , Palo Alto, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Experienced Investment Banking Associate - Healthcare, Biotechnology
Description: br br Experienced Investment Banking Associate - Healthcare, Biotechnology br br br br Location br br br br CA - San Francisco br br br br Business Area br br br br (more...)
Company: Piper Jaffray
Location: San Francisco
Posted on: 05/29/2020

Financial Planner
Description: Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: Fidelity Investments
Location: San Jose
Posted on: 05/29/2020

Foreign Currency Trader
Description: About Maverick Trading FX Division As one of the best proprietary Forex trading firms in the industry, Maverick FX offers its traders impressive capital and leverage, comprehensive training, and extensive (more...)
Company: Maverick Trading
Location: Sacramento
Posted on: 05/29/2020


Data Systems Integration Analyst - Banking
Description: GoAhead Solutions has an immediate need for a Senior IT Data Systems Analyst in San Francisco, CA. This would be a Twelve month contract to start out. Interview process would be phone and video. Position (more...)
Company: GoAhead Solutions
Location: San Francisco
Posted on: 05/29/2020

Fidelity Investments: Financial consultant
Description: Job Description: This role is
Company: Fidelity Investments
Location: Campbell
Posted on: 05/29/2020

Financial Advisor
Description: Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: Fidelity Investments
Location: Larkspur
Posted on: 05/29/2020

PG&E Corporation: Senior portfolio management analyst san francisco ca
Description: Job Description Requisition ID 31827 Job Category : Accounting / Finance Job Level : Individual Contributor Business Unit: Strategy Policy Job Location : San Francisco Department Overview The Portfolio (more...)
Company: PG&E Corporation
Location: San Francisco
Posted on: 05/29/2020

Foreign Currency Trader
Description: About Maverick Trading FX Division As one of the best proprietary Forex trading firms in the industry, Maverick FX offers its traders impressive capital and leverage, comprehensive training, and extensive (more...)
Company: Maverick Trading
Location: San Francisco
Posted on: 05/29/2020

Fidelity Investments: Financial advisor
Description: Job Description: With your
Company: Fidelity Investments
Location: Larkspur
Posted on: 05/29/2020

Fidelity Investments: Financial consultant
Description: Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: Fidelity Investments
Location: Albany
Posted on: 05/29/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Palo Alto RSS job feeds