PaloAltoRecruiter Since 2001
the smart solution for Palo Alto jobs

Financial Consultant - Palo Alto, CA

Company: Fidelity Investments
Location: Palo Alto
Posted on: February 15, 2021

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 ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA 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 BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clienteleRemarkable knowledge of investment productsAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCollaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needsThe -Value -You DeliverNo 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 planningYour integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsEducating 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 - FINRACompany 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 . 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


Class A Driver/Operator
Description: br br The Opportunity br br Clean Harbors in West Sacramento, CA is hiring Class A Driver/Operator to join their safety conscious team You will be responsible for operating equipment associated (more...)
Company: Clean Harbors
Location: West Sacramento
Posted on: 02/26/2021

Production Associate I
Description: br br Company Overview Warehouse I -Production and fabrication, Shift 7AM Full-Time In this position you are a member of a team that is responsible for fullfilling customer spec orders such as (more...)
Company: HD Supply
Location: West Sacramento
Posted on: 02/26/2021

Store Services Associate
Description: br br Company Overview Previously known as HD Supply - Construction Industrial and now know as White Cap Supply Holdings, LLC White Cap , White Cap is made up of four distinct businesses called (more...)
Company: White Cap
Location: North Highlands
Posted on: 02/26/2021


Freight/Receiving
Description: Job DescriptionPosition Purpose: br br Associates in Freight/Receiving positions
Company: The Home Depot
Location: Woodland
Posted on: 02/26/2021

Combat Engineer - Construction and Engineering Specialist (12B)
Description: Combat Engineers are essential to mission success by assisting their fellow Soldiers in tackling unpredictable environments. As a member of an Army National Guard Combat Engineer team, you'll design and (more...)
Company: Army National Guard
Location: Petaluma
Posted on: 02/26/2021

Restaurant Delivery Driver
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: North Highlands
Posted on: 02/26/2021

Senior Engineer, Chassis Electrical Component Design
Description: Leading the future of luxury mobility Lucid's mission is to inspire the adoption of sustainable energy by creating the most captivating luxury electric vehicles, centered around the human experience. (more...)
Company: Lucid Motors
Location: Newark
Posted on: 02/26/2021

Remote: Analytics & Personalization Architect
Description: Analytics Personalization Architect br Full-time - Remote, 30 travel post pandemic br br As Analytics Personalization Architect, you will design robust analytics, optimization, and personalization (more...)
Company: TechAspect Solutions, Inc. dba TA Digital
Location: Newark
Posted on: 02/26/2021

Freight/Receiving
Description: Position Purpose: Associates in Freight/Receiving positions ensure the store is
Company: The Home Depot
Location: Woodland
Posted on: 02/26/2021

Order Selector / Warehouse Order Picker
Description: If you are a kick-butt experienced warehouse order sector / picker / general laborer / freight handler / material handler / top performing distribution center that wants to make great money, keep reading (more...)
Company: humano
Location: West Sacramento
Posted on: 02/26/2021

Log In or Create An Account

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

Palo Alto RSS job feeds