Financial Consultant - San Jose, CA
Company: Fidelity Investments
Location: San Jose
Posted on: January 14, 2021
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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 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
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
client's 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 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, Series 65 - FINRA, Series 66 - FINRACompany
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 associates for their unique
perspectives and experiences. For information about working at
Fidelity, visit FidelityCareers.com.Fidelity Investments is an
equal opportunity employer.Fidelity will reasonably accommodate
applicants with disabilities who need adjustments to complete the
application or interview process. Please email us at or , prompt 2,
option 2 if you would like to request an accommodation.
Keywords: Fidelity Investments, San Jose , Financial Consultant - San Jose, CA, Professions , San Jose, California
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