Wealth Management Consultant
Company: Fidelity Investments
Location: San Jose
Posted on: October 19, 2024
Job Description:
Job Description:Financial ConsultantIf you no longer want to
spend your time on sourcing new clients and would rather have the
time to deepen relationships and create complex financial plans,
then join a team that is a stable industry leader. Fidelity
provides a business model with an existing client base and
institutional feeders of business that is unmatched in the
industry. At Fidelity, we empower professional growth, flexibility
and support thus enabling long-term success for you and our
clients.The Purpose of Your RoleWorking in our Investor Center, you
will engage face-to-face with your customers, offering guidance and
personalized planning, while helping extend the reach of the firm's
brand. 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.The Expertise
We're Looking For
- Previous success in building relationships, uncovering needs
and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and
appropriate state registrations OR ability to acquire series 65/66
upon hire
- Keen ability to present complex solutions to a knowledgeable
client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if
you do not already have a CFP or degree, our Tuition Reimbursement
program can help you obtain oneThe Skills You Bring
- Ability to thoughtfully introduce your clients to different
investment strategies and bring together additional client assets
while engaging in positive, client-centered discussions
- Being coachable, collaborative, and curious are your "go to"
attributes
- Committed to delivering an outstanding customer experience with
a passion for seeing others thrive
- Motivated by results and finding solutions, you take initiative
and exceed customer expectations
- Extensive knowledge of investment solutionsOur Investments in
YouFidelity's greatest advantage is our people, and we believe it
is important to approach life holistically. We offer a competitive
total rewards package, including a stable base salary, to recognize
associate achievements. And our---benefit programs---are designed
to help you and your family strike the right balance. - We offer
training in-branch, regionally, nationally, and virtually to help
you with all aspects of your business. You will not fail due to a
lack of training or onboarding!The Value You Deliver
- Your integrity, insights, interpersonal skills, and meticulous
planning allows you to mentor and support your customers as they
look to reach their retirement goals
- Supporting our clients by providing comprehensive investment
solutions and retirement plans to meet their needs both now and for
their future
- Effectively engage clients through personal interactions,
reflecting your interpersonal communication and relationship
building skills
- You have a steadfast commitment to your clients while making a
positive impact in the communityThe base salary range for this
position is $55,000 - $75,000 per year. -Placement in the range
will vary based on job responsibilities and scope, geographic
location, candidate's relevant experience, and other factors.Base
salary is only part of the total compensation package. Depending on
the position and eligibility requirements, the offer package may
also include bonus or other variable compensation. - -We offer a
wide range of to meet your evolving needs and help you live your
best life at work and at home. -These benefits include
comprehensive health care coverage and emotional well-being
support, market-leading retirement, generous paid time off and
parental leave, charitable giving employee match program, and
educational assistance including student loan repayment, tuition
reimbursement, and learning resources to develop your career.
-Note, the application window closes when the position is filled or
unposted.Certifications:Series 07 - FINRA, Series 66 - FINRACompany
Overview Fidelity 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 Us At Fidelity, you'll 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 top 10 Best Place to
Work in 2024. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined. blends the best of both
onsite and offsite work experiences. Working onsite is important
for our business strategy and our culture. We also value the
benefits that working offsite offers associates. Most hybrid roles
require associates to work onsite all business days of every other
week in a Fidelity office. At Fidelity, we value honesty,
integrity, and the safety of our associates and customers within a
heavily regulated industry. Certain roles may require candidates to
go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go
through a background investigation, , and may be asked to provide
additional documentation as requested. This investigation includes
but is not limited to a criminal, civil litigations and regulatory
review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history,
depending on the role. Where permitted by federal or state law,
Fidelity will also conduct a pre-employment drug screen, which will
review for the following substances: Amphetamines, THC (marijuana),
cocaine, opiates, phencyclidine. 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 Accommodation Team by
sending an email to .
We welcome those with experience in jobs such as Accounts Payable
Clerk, Billing and Posting Clerk, and Accounting Manager and others
in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Madera , Wealth Management Consultant, Executive , San Jose, California
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