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Fidelity Investments: Financial planning

Fidelity Investments

This is a Full-time position in San Francisco, CA posted March 30, 2020.

Job Description: This role is available for hire now and to start right away.

We are looking for candidates who want to help clients and are ready to get going today.

Virtual interview and onboard, as well as access to our virtual training and support.

Work from home and support our clients remotely with all of our full capabilities.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 hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA 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 clienteleRemarkable knowledge of investment productsAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCollaborating 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 planningYour integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsEducating 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, Series 65 FINRA, Series 66 FINRA Category: Sales We welcome those with experience in jobs such as Accounting Assistant, Bookkeeper, and Accounts Receivable Clerk and others in the Accounting and Finance to apply.