Financial Consultant
Company: Fidelity Investments
Location: San Jose
Posted on: June 25, 2022
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Job Description:
Job Description:Planning ConsultantAs a Planning Consultant, you
will provide a world-class planning experience, uncover
opportunities to deepen client relationships through consolidation
of assets, referrals, and plan implementations, and develop an
engagement strategy that supports each clients unique planning
needs. Through your integrity and adoption of Fidelitys client
commitment standards, we know you will inspire client dedication
with the goal of developing lifetime relationships with
Fidelity.The Expertise Were Looking For
Company OverviewFidelity Investments is a privately held company
with a mission to strengthen the financial well-being of our
clients. We help people invest and plan for their future. We assist
companies and non-profit organizations in delivering benefits to
their employees. And we provide institutions and independent
advisors with investment and technology solutions to help invest
their own clients money.
Join UsAt Fidelity, youll 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 , we have been recognized by our
employees as a Best Place to Work in 2022. And you dont need a
finance background to succeed at Fidelitywe offer a range of
opportunities for learning so you can build the career youve always
imagined.Many of our associates are continuing to work remotely
temporarily due to COVID-19. When Fidelity employees eventually
return to the office, 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 '.'We invite you to
Find Your Fidelity at .
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 Leave of Absence/Accommodation Team by sending an
email to, or by calling 800-835-5099, prompt 2, option 3. We
welcome those with experience in jobs such as Esthetician, Salon
Manager, and Nail Technician and others in the Beauty and Spa to
apply.by Jobble
Keywords: Fidelity Investments, San Jose , Financial Consultant, Accounting, Auditing , San Jose, California
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