PleasantonRecruiter Since 2001
the smart solution for Pleasanton jobs

Financial Consultant - Mountain View, CA

Company: Fidelity Investments
Location: Pleasanton
Posted on: March 28, 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 Were 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 dont 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 clients 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 Fidelitys open architecture, youre 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!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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.Certifications:Category:SalesWe welcome those with experience in jobs such as Financial Analyst, Payroll Specialist, and Accounts Payable Clerk and others in the Accounting and Finance to apply.by Jobble

Keywords: Fidelity Investments, Pleasanton , Financial Consultant - Mountain View, CA, Accounting, Auditing , Pleasanton, 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


Senior Financial Analyst
Description: of Openings br br 1 br br Category br br Finance br br OVERVIEW br br As a Sr. Financial Analyst at Bio-Rad, you will be a key part of the corporate finance team. You will partner (more...)
Company: Bio-Rad Laboratories
Location: Hercules
Posted on: 04/7/2020

Senior Manager, Payer Marketing
Description: The Senior Manager, Payer Marketing will be responsible for supporting and executing commercialization strategies that support the market access launch of relugolix in women's health and prostate cancer. (more...)
Company: Myovant Sciences Ltd.
Location: Brisbane
Posted on: 04/7/2020

Senior Science Leader Global Health Equity Strategy
Description: The Senior Science Leader for Health Equity Strategy will drive and embed strategies supporting Roche's efforts to broaden scientifically driven inclusion of understudied patient populations in clinical (more...)
Company: Genentech
Location: San Francisco
Posted on: 04/7/2020


SAP BRIM / Hybris Billing - Senior Consultant (Customer)
Description: Industry-leading clients. An award-winning culture. Top notch connections. Big opportunities. At Deloitte, you'll work with the best in the business to solve the toughest problems in business. From learning (more...)
Company: Deloitte
Location: Sacramento
Posted on: 04/7/2020

SAP Enterprise Cloud Application Developer (Paas) - Senior Consultant (Technology)
Description: At Deloitte you'll have the opportunity to help clients get the most from their SAP investments-and help position businesses for the evolving digital economy. Ready to reimagine your career possibilities (more...)
Company: Deloitte
Location: San Francisco
Posted on: 04/7/2020

Corporate Controller
Description: Corporate Controller with
Company: Confidential $500M Global Food-Related Company
Location: San Francisco
Posted on: 04/7/2020

Tax Manager - Global Private Client Service
Description: As a Tax Manager your role will include identifying and implementing tax planning and consulting opportunities to our diverse client base. Working in a highly interactive team environment, you will participate (more...)
Company: Crowe Horwath Consulting
Location: San Francisco
Posted on: 04/7/2020

SAP Quality Managemnt (QM) - Senior Consultant (Supply Chain)
Description: At Deloitte you'll have the opportunity to help clients get the most from their SAP investments-and help position businesses for the evolving digital economy. Ready to reimagine your career possibilities (more...)
Company: Deloitte
Location: Sacramento
Posted on: 04/7/2020

Senior Financial Analyst
Description: The Senior Financial Analyst will provide timely and sound financial results, business counsel, and insights to the various operating departments. You will be responsible for completing the monthly executive (more...)
Company: Rich Products Corp
Location: Emeryville
Posted on: 04/7/2020

Preset Appointments! Financial Sales! Big Bucks!
Description: We do NOT merely save small business owners money on their merchant credit card processing fees.
Company: Colorado Protection, LLC - zipCCfees
Location: San Francisco
Posted on: 04/7/2020

Log In or Create An Account

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

Pleasanton RSS job feeds