Financial Consultant - San Jose Area - Future Opportunities
January 8, 2018
San Jose, California
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 ForFINRA 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 RoleFully supported by an open architecture product platform and the best resources and professionals in the industry, you cultivate relationships with an existing client base. 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 BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clienteleExceptional knowledge of investment productsAbility to thoughtfully introduce your clients to different investment strategies by leveraging guidance toolsCollaborating with multiple business partners allows you to create an unsurpassed customer experience and meet the client's broad range of investment needsThe Value You DeliverNo 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, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goalsEducating customers on the technology and channels available to them to better monitor, maintain, and manage their investmentsHow Your Work Impacts the OrganizationWorking 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 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. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.Job: Financial SalesPrimary Location: US-CA-San Jose - Investor CenterOther Locations: US-CA-Los Gatos-Investor Center, US-CA-Mountain View - Investor Center, US-CA-Sunnyvale - Investor CenterSchedule: Full-timeJob Level: Individual ContributorEducation Level: Bachelor's Degree (±16 years)Job Type: Standard:Overtime Status: ExemptTravel: Yes, 25 % of the TimeSan Jose, California San Jose, CA
At Fidelity Investments, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this we...ll, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice.