PaloAltoRecruiter Since 2001
the smart solution for Palo Alto jobs

Financial Consultant - Palo Alto, CA

Company: Fidelity Investments
Location: Palo Alto
Posted on: October 16, 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 strategiesThe--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 itThe--Purpose--of Your RoleWe 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 needsThe--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 investmentsHow Your Work--Impacts--the OrganizationWorking 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, Series 63 - FINRA
        Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

        Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, Palo Alto , Financial Consultant - Palo Alto, CA, Professions , 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 Professions Jobs


Dedicated Truck Driver Jobs Near Home - Class A CDL Drivers (Woodland,
Description: Dedicated Truck Driver Jobs Near Home - Class A CDL Drivers Trucking is one of the safest bets as it relates to jobs. The country will always need food, medicine, and supplies. There will
Company: C.R. England
Location: Woodland
Posted on: 10/28/2020

CDL-A Drivers - Now Hiring Dedicated Truck Drivers Near Davis (Woodlan
Description: Dedicated Truck Driver Jobs Near Sacramento - Class A CDL Drivers Hiring CDL-A Truck Driversfor our Dedicated Jobs Trucking is one of the safest bets as it relates to jobs. The country will always
Company: C.R. England
Location: Woodland
Posted on: 10/28/2020

Warehousing Worker
Description: Auto req ID: 255327BR br Job Summary FedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep our communities (more...)
Company: FedEx
Location: San Ramon
Posted on: 10/28/2020


CLASS A CDL - OTR COMPANY TRUCK DRIVER - GUARANTEED PAY! (Woodland,CA)
Description: OVER THE ROAD - CDL A - COMPANY TRUCK DRIVER - GUARANTEED PAY GO FIRST CLASSOTR - CDL A Truck Drivers are the backbone of May Trucking Company. We never forget that our success as an organization depends (more...)
Company: May Trucking
Location: Woodland
Posted on: 10/28/2020

FedEx - Package Handler, Warehouse
Description: Job Description Auto req ID: 255327BR Job Summary FedEx Ground is an essential
Company: FedEx Ground PH US
Location: San Ramon
Posted on: 10/28/2020

Ultrasound Technician Travel Assignments
Description: Travel Ultrasound Technician Numerous Nationwide Travel Assignments / Jobs br br Tired of completing an application just to get informationClick the View or Apply button for HCEN's Free, Quick (more...)
Company: Allied Health Travel Jobs
Location: San Ramon
Posted on: 10/28/2020

Dedicated CDL-A Drivers - Consistent Home Time (Woodland,CA)
Description: Dedicated Truck Driver Jobs Near Sacramento - Class A CDL Drivers Hiring CDL-A Truck Driversfor our Dedicated Jobs Trucking is one of the safest bets as it relates to jobs. The country will always
Company: C.R. England
Location: Woodland
Posted on: 10/28/2020

CDL-A Drivers - Immediately Hiring! Dedicated Routes Near Stockton (Wo
Description: Dedicated Truck Driver Jobs Near Home - Class A CDL Drivers Trucking is one of the safest bets as it relates to jobs. The country will always need food, medicine, and supplies. There will
Company: C.R. England
Location: Woodland
Posted on: 10/28/2020

FedEx - Package Handler, Warehouse
Description: Auto req ID: 253882BR 10 10 10 Job Summary 10 10 FedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep (more...)
Company: FedEx Ground PH US
Location: West Sacramento
Posted on: 10/28/2020

CDL-A Drivers - Now Hiring Dedicated Truck Drivers Near Sacramento (We
Description: Dedicated Truck Driver Jobs Near Sacramento - Class A CDL Drivers Hiring CDL-A Truck Driversfor our Dedicated Jobs Trucking is one of the safest bets as it relates to jobs. The country will always
Company: C.R. England
Location: West Sacramento
Posted on: 10/28/2020

Log In or Create An Account

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

Palo Alto RSS job feeds