SanJoseCARecruiter
the smart solution for San Jose jobs

Personal Financial Consultant

Company: Fidelity Investments
Location: San Jose
Posted on: February 15, 2019

Job Description:

With your superior 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 world class investment platform. Here, you will build long-term, trusting 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

  • Series 7 and series 63 licenses in current and in good standing prior to hire
  • Series 66 (or 63/65) and Insurance Licenses or obtain them within 6 months of hire
  • A college degree is preferred
  • A CFP certification is preferred
  • Experience managing a book of business and/or financial planning experience The Purpose of Your Role Fully supported by an open architecture product platform and the best resources and professionals in the industry, you cultivate relationships with our most sophisticated investors. Your sharp 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 High Net Worth clientele
    • Exceptional knowledge of trust, estate planning, tax planning, insurance and complex financial planning
    • Collaborating with multiple business partners allows you to create 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, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals
      • Utilizing your expertise to cultivate the talent of the branch team through coaching and mentoring How Your Work Impacts the Organization Working in our Investor Center, you will offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with great benefits . While you build 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. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.

        Keywords: Fidelity Investments, San Jose , Personal Financial Consultant, Accounting, Auditing , San Jose, 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


Managing Director - Fund Banking Division
Description: Join a winning team Signature Bank has been ranked among the Top 10 on Forbes ' list of Best Banks in America for six consecutive years br br Signature Bank, member FDIC, is a New York-based full-service (more...)
Company: Signature Bank
Location: San Francisco
Posted on: 02/21/2019

Senior Enterprise Application Engineer
Description: New locations. New business ventures. New career opportunities. Working at Wilson Sonsini Goodrich Rosati is a challenging and rewarding experience. Our firm is recognized as the leader in providing (more...)
Company: Wilson Sonsini Goodrich & Rosati
Location: Palo Alto
Posted on: 02/21/2019

Associate, International Tax
Description: Associate, International Tax Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth (more...)
Company: KPMG
Location: Santa Clara
Posted on: 02/21/2019


Financial Advisor
Description: Prepare yourself for a brand new career - one where your success is completely in your hands. Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United (more...)
Company: Edward Jones
Location: San Francisco
Posted on: 02/21/2019

Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote
Description: Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Napa
Posted on: 02/21/2019

Staff Accountant
Description: Pocket Gems wants to build the greatest games and interactive entertainment in the world. That's the mission our founders began with in an apartment above a pizza shop back in 2009 and we continue it (more...)
Company: Pocket Gems
Location: San Francisco
Posted on: 02/21/2019

CHIEF FINANCIAL OFFICER ( CFO ) - Consumer Product Goods (CPG) Industry Experienced
Description: CHIEF FINANCIAL OFFICER CFO - Consumer Product Goods CPG Industry Experienced Rapid Brands Sacramento, CA Office After appearing on ABCs hit show Shark Tank, Rapid Ramen, now Rapid Brands has (more...)
Company: Rapid Brands Inc.
Location: Fairfield
Posted on: 02/21/2019

Tax Expert - CPA, Enrolled Agent or Practicing Attorney Seasonal Remote
Description: Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Sacramento
Posted on: 02/21/2019

Ready for Financial Freedom??
Description: Please come check out this awesome work at home opportunity Start Free, no obligation and no purchase requirement,
Company: AmeriPlan
Location: Richmond
Posted on: 02/21/2019

General Accountant - Oakland Marriott City Center (18003FAB)
Description: Heres To Your Journey with Marriott Hotels Resorts Suites Marriott International portfolio of brands includes both JW Marriott and Marriott Hotels. Marriott Hotels, Marriott Internationals flagship brand (more...)
Company: Marriott International
Location: Fremont
Posted on: 02/21/2019

Log In or Create An Account

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

San Jose RSS job feeds