PaloAltoRecruiter Since 2001
the smart solution for Palo Alto jobs

Financial Consultant - Palo Alto, CA

Company: Fidelity Investments
Location: Palo Alto
Posted on: November 20, 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 - FINRACategory:Sales

        Company Overview
        At 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


CDL A Truck Driver
Description: Company Driver - Local - 25/hr, Benefits after 30 daysRequisition ID: 811For More Information, Contact a Recruiter 1.800.935.3131Pay
Company: Cardinal Logistics
Location: San Ramon
Posted on: 12/4/2020

Postmates Part Time Delivery Driver (Same Day Activation)
Description: Postmates has the largest on-demand fleet in the U.S. with 200,000 Postmates, and an equally extensive network of merchants. While some companies try to build a warehouse outside of a city and funnel (more...)
Company: Postmates
Location: West Sacramento
Posted on: 12/4/2020

Home Daily CDL-A Drivers Needed Earn $73,000 Annually! $5,000 Sign-on Bonus!
Description: br br Home Daily CDL-A Drivers Needed ndash Earn 73,000 Annually 5,000 Sign-on Bonus br Call for Available Route Details
Company: CRST Dedicated West
Location: West Sacramento
Posted on: 12/4/2020


CDL-A Company Truck Driver
Description: CDL-A company truck driver jobs br br Health disclaimer regarding the COVID-19 outbreak br br Top miles, great pay with history of success---find it all at Freymiller br br NEW PAY INCREASE (more...)
Company: Freymiller
Location: Santa Cruz
Posted on: 12/4/2020

Courier - Postmates
Description: Postmates has the largest on-demand fleet in the U.S. with 200,000 Postmates, and an equally extensive network of merchants. While some companies try to build a warehouse outside of a city and funnel (more...)
Company: Postmates
Location: West Sacramento
Posted on: 12/4/2020

Echo Technician Travel
Description: Travel Echocardiographer Technician Echo Numerous Nationwide Travel Assignments / Jobs br br Tired of completing an application just to get informationClick the View or Apply button for HCEN's (more...)
Company: HealthCare Traveler (Allied Health)
Location: San Ramon
Posted on: 12/4/2020

Dedicated CDL-A Drivers - Near Sacramento - Paid Time Off (West Sacram
Description: Trucking is one of the safest bets as it relates to jobs. The country will always need food, medicine, and supplies. There will always be a need for truck drivers. If you're looking
Company: C.R. England
Location: West Sacramento
Posted on: 12/4/2020

CDL-A Drivers - Immediately Hiring! Dedicated Routes Near Stockton (Wo
Description: Trucking is one of the safest bets as it relates to jobs. The country will always need food, medicine, and supplies. There will always be a need for truck drivers. If you're looking
Company: C.R. England
Location: Woodland
Posted on: 12/4/2020

CDL-A Drivers - Hiring Now! Dedicated Truck Drivers Near Sacramento (W
Description: Trucking is one of the safest bets as it relates to jobs. The country will always need food, medicine, and supplies. There will always be a need for truck drivers. If you're looking
Company: C.R. England
Location: West Sacramento
Posted on: 12/4/2020

Supplement Your Warehouse Income - Grocery Shopper
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: San Ramon
Posted on: 12/4/2020

Log In or Create An Account

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

Palo Alto RSS job feeds