MountainViewRecruiter Since 2001
the smart solution for Mountain View jobs

Financial Consultant - Mountain View, CA

Company: Fidelity Investments
Location: Mountain View
Posted on: June 27, 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 strategies The 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 it The Purpose of Your Role 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. 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 needs The 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 investments How Your Work Impacts the Organization Working 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! 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: 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, Mountain View , Financial Consultant - Mountain View, CA, Accounting, Auditing , Mountain View, 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


Financial Advisory Services Corporate Value Consulting Cfi Senior Associate
Description: Financial Advisory Services Corporate Value Consulting Cfi Senior Associate - Grant ThorntonGrant Thornton is collaborative, entrepreneurial andon the move As part of a dynamic, global organization of (more...)
Company: Glassdoor - Grant Thornton
Location: San Francisco
Posted on: 07/10/2020

Tax Manager
Description: Tax Manager br If you are an Tax Senior/Manager with 5 years experience, who wants to develop your skills and career, please read on Based in Sacramento, CA we are one of the largest regional firms (more...)
Company: CyberCoders
Location: Sacramento
Posted on: 07/10/2020

Urgent requirement for Financial Advisory Services Corporate Value Consulting Cfi Senior Associate
Description: Financial Advisory Services Corporate Value Consulting Cfi Senior Associate - Grant ThorntonGrant Thornton is collaborative, entrepreneurial andon the move As part of a dynamic, global organization of (more...)
Company: Grant Thornton
Location: San Francisco
Posted on: 07/10/2020


Controller
Description: Ref ID: 00340-0011480861Classification: ControllerCompensation: 135000.00 to 150000.00 yearly PLEASE EMAIL RESUMES TO DANIEL.MOK ROBERTHALF.COM TO BE CONSIDERED We're looking for people who are (more...)
Company: Robert Half
Location: Oakland
Posted on: 07/10/2020

Accountant
Description: Ref ID: 00280-9502606170Classification: AccountantCompensation: 25.00 to 30.00 hourlyLarge manufacturing company in the Turlock market has an immediate opportunity for an Accountant to join their team (more...)
Company: Robert Half
Location: Turlock
Posted on: 07/10/2020

Financial Analyst
Description: The Role The Senior Associate role offers you the opportunity to expand your skills and experience in multiple areas, while providing exposure to multiple departments and key stakeholders across the company. (more...)
Company: Digital Realty
Location: San Francisco
Posted on: 07/10/2020

Staff Accountant
Description: Ref ID: 00090-0011439811Classification: Staff AccountantCompensation: 65000.00 to 75000.00 yearlyStaff Accountant candidates will be interested in a full-time opportunity with an innovative company (more...)
Company: Robert Half
Location: Novato
Posted on: 07/10/2020

QA Field Auditor
Description: Who We Are: Founded in 2013, the company is an early-stage food-tech startup empowering our customers to get and stay healthy. We deliver delicious, organic, healthy, plant-forward meals, cold-pressed (more...)
Company: BlueCrew
Location: Millbrae
Posted on: 07/10/2020

14 Accountant
Description: Ensures that payroll systems, processes and deliverables are established and executed accurately, timely and in accordance with Company procedures. Analyzes systems and data and uses proper judgment and (more...)
Company: Adams and Associates, Inc.
Location: San Francisco
Posted on: 07/10/2020

Staff Accountant
Description: Ref ID: 00390-0011431043Classification: Sr. AccountantCompensation: DOERobert Half Finance has an exciting opportunity for a Staff Accountant to join a reputable company in the Sacramento area. You will (more...)
Company: Robert Half
Location: Sacramento
Posted on: 07/10/2020

Log In or Create An Account

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

Mountain View RSS job feeds