Wealth Management Consultant
Company: Fidelity Investments
Location: Palo Alto
Posted on: September 15, 2023
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Job Description:
Job 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 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. The Purpose of Your Role 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. The
Expertise We're Looking For
Join Us At Fidelity, you'll find endless opportunities to build a
meaningful career that positively impacts peoples' lives, including
yours. 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. Honored with a -Glassdoor Employees' Choice
Award, we have been recognized by our employees as a Best Place to
Work in 2023. 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. At Fidelity, our goal is
for most people to work flexibly in a way that balances both
personal and business needs with time onsite and offsite through
what we're calling "Dynamic Working". Most associates will have a
hybrid schedule with a requirement to work onsite at a Fidelity
work location for at least one week, 5 consecutive days, every four
weeks. These requirements are subject to change. We invite you to
-Find Your Fidelity -at -fidelitycareers.com.
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. To initiate a request for an accommodation,
contact the HR Accommodation Team by sending an email to
-accommodations @fmr.com, or by calling (XXX) XXX-XXXX, prompt 2,
option 3. At Fidelity, we value honesty, integrity, and the safety
of our associates and customers within a heavily regulated
industry. 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 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. Where permitted by federal or state law,
Fidelity will also conduct a pre-employment drug screen, which will
review for the following substances: Amphetamines, THC (marijuana),
cocaine, opiates, phencyclidine.
We welcome those with experience in jobs such as Bilingual Customer
Service , Billing and Posting Clerk, and Home Buyer s Consultant
and others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Palo Alto , Wealth Management Consultant, Professions , Palo Alto, California
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