MountainViewRecruiter Since 2001
the smart solution for Mountain View jobs

Financial Consultant - San Jose, CA

Company: Fidelity Investments
Location: Mountain View
Posted on: March 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! Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Sales We welcome those with experience in jobs such as Accounts Payable Clerk, Billing, Cost, and Rate Clerk, and Bookkeeper and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Mountain View , Financial Consultant - San Jose, CA, Other , 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 Other Jobs


Guest Advocate (Cashier or Front of Store Attendant) (T2268)
Description: Description:ALL ABOUT TARGETAs part of our collaborative and guest-obsessed team, you help us create an experience that makes guests say I love Target When you work at Target, you're helping every (more...)
Company: Target
Location: West Sacramento
Posted on: 04/9/2020

Crisis Rates - MICU Travel RN - Medical Intensive Care
Description: Nationwide Travel Nurse Jobs - Medical Intensive Care RN Are you looking for a new nursing job Would you like to spend the season somewhere you've never been Hospitals nationwide are looking for qualified (more...)
Company: HealthCare Employment Network
Location: Woodland
Posted on: 04/9/2020

Store Associate/Stocker - 1934
Description: Performs general store operational duties including cashiering, customer service, truck unloading, stocking, merchandise recovery, and light cleaning or maintenance as assigned.1. Greets and assists customers (more...)
Company: Big Lots
Location: Woodland
Posted on: 04/9/2020


Stocker-Costco
Description: Job DescriptionStocks
Company: Costco Wholesale Corporation
Location: Woodland
Posted on: 04/9/2020

Crisis Rates PCU Travel Nurse - Progressive Care Unit
Description: Nationwide Travel Nurse Jobs - Progressive Care Unit RN Are you looking for a new nursing job Would you like to spend the season somewhere you've never been Hospitals nationwide are looking for qualified (more...)
Company: Travel Nurse Jobs
Location: Woodland
Posted on: 04/9/2020

Crisis Rates - Emergency Department (ED/ER) Travel RN
Description: Nationwide Travel Nurse Jobs - Emergency Department RN Are you looking for a new nursing job Would you like to spend the season somewhere you've never been Hospitals nationwide are looking for qualified (more...)
Company: HealthCare Employment Network
Location: Woodland
Posted on: 04/9/2020

In Home Caregiver - flexible hours + great pay!
Description: No need to job search any further, we have the caregiver position that youve been looking for Apply now and you can start within the week Full-time or
Company: CareInHomes
Location: West Sacramento
Posted on: 04/9/2020

No experience required - Caregivers needed!
Description: No Certification No Problem We are hiring caregivers of all skill levels to provide compassionate In Home Care to
Company: CareInHomes
Location: Woodland
Posted on: 04/9/2020

Sr. Devops Engineer
Description: DevOps Engineer Location Woodland Hills, CA Duration 6 months Responsibilities Build out the Enterprise CICD pipelines at scale, working closely with the Application Development, Infrastructure
Company: MatchPoint Solutions
Location: Woodland
Posted on: 04/9/2020

NICU Neonatal Intensive Care Travel Nurse RN
Description: Nationwide Travel Nurse Jobs - Neonatal Intensive Care RN Are you looking for a new nursing job Would you like to spend the season somewhere you've never been Hospitals nationwide are looking for qualified (more...)
Company: HCEN
Location: Woodland
Posted on: 04/9/2020

Log In or Create An Account

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

Mountain View RSS job feeds