Talent.com
Financial Consultant - San Francisco, CA
Financial Consultant - San Francisco, CAFidelity Investments • San Leandro, CA, United States
Financial Consultant - San Francisco, CA

Financial Consultant - San Francisco, CA

Fidelity Investments • San Leandro, CA, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description : Financial Consultant

If 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 Role

Working 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 one

The 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 solutions
  • Our Investments in You

    Fidelity’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 community
  • The base salary range for this position is $60,000 - $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 benefits 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.

    Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

    Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and / or associating with individuals with certain Criminal Histories.

    Certifications :

    Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

    Category : Sales

    serp_jobs.job_alerts.create_a_job

    Francisco Francisco • San Leandro, CA, United States

    Job_description.internal_linking.related_jobs
    Jurisdictional Specialist

    Jurisdictional Specialist

    FM • LIVERMORE, California, United States
    serp_jobs.job_card.full_time
    FM - San Francisco Operations, is currently accepting applications for a Jurisdictional Consultant in the State of California. This position is primarily responsible for conducting in-service inspec...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data Annotation • Livermore, California
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    VP, Financial Consultant - San Francisco, CA

    VP, Financial Consultant - San Francisco, CA

    Charles Schwab • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Click the link below to review our Investment Professionals’ incentive structure.Investment Professi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Consultant - Marin, CA

    Financial Consultant - Marin, CA

    Fidelity Investments • Walnut Creek, CA, United States
    serp_jobs.job_card.full_time
    If 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 industr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Consultant (Hybrid OR Remote) - 25-123

    Financial Consultant (Hybrid OR Remote) - 25-123

    Hill Physicians Medical Group • San Ramon, CA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    We're delighted you're considering joining us! At Hill Physicians Medical Group, we're shaping the healthcare of the future : actively managed care that prevents disease, supports those with chronic...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data Annotation • Brentwood, California
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data Annotation • Antioch, California
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Treasury Management Sales Consultant - Walnut Creek, Menlo Park or San Francisco, CA

    Senior Treasury Management Sales Consultant - Walnut Creek, Menlo Park or San Francisco, CA

    BankTalent HQ • Walnut Creek, CA, United States
    serp_jobs.job_card.full_time
    Are you a results-driven Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions? We're seeking a high-performing sales consultant...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Consultant - Mountain View, CA

    Financial Consultant - Mountain View, CA

    Fidelity Investments • Mountain View, CA, United States
    serp_jobs.job_card.full_time
    If 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 industr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Consultant - Berkeley, CA

    Financial Consultant - Berkeley, CA

    Fidelity Investments • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    If 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 industr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data Annotation • Antioch, California
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Consultant - San Francisco, CA

    Financial Consultant - San Francisco, CA

    Fidelity Investments • Belvedere Tiburon, CA, United States
    serp_jobs.job_card.full_time
    If 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 industr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    VP, Financial Consultant - San Francisco, CA

    VP, Financial Consultant - San Francisco, CA

    Charles Schwab Corporation • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Click the link below to review our Investment Professionals’ incentive structure.Investment Professi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    VP, Financial Consultant - San Francisco, CA (Mission Rock)

    VP, Financial Consultant - San Francisco, CA (Mission Rock)

    Charles Schwab Corporation • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Click the link below to review our Investment Professionals’ incentive structure.Investment Professi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Seasonal Retail Sales Associate-San Francisco Premium Outlet

    Seasonal Retail Sales Associate-San Francisco Premium Outlet

    Bath & Body Works • Livermore, CA, US
    serp_jobs.job_card.part_time
    Daily or Weekly Pay | Great Part Time Job | 40% Discount | Free Product | EAP | Fun Stores.At Bath & Body Works, everyone belongs. We are committed to creating a culture of belonging focused on deli...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Consultant - Sunnyvale, CA

    Financial Consultant - Sunnyvale, CA

    Fidelity Investments • San Bruno, CA, United States
    serp_jobs.job_card.full_time
    If 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 industr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Financial Consultant - Palo Alto, CA

    Financial Consultant - Palo Alto, CA

    Fidelity Investments • Redwood City, CA, United States
    serp_jobs.job_card.full_time
    If 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 industr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data Annotation • Livermore, California
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Chief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) 80

    Chief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) 80

    InsideHigherEd • Berkeley, California, United States
    serp_jobs.job_card.full_time
    Chief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) 80.At the University of California, Berkeley, we are dedicated to fostering a community where everyo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    VP, Financial Consultant - Sunnyvale, CA

    VP, Financial Consultant - Sunnyvale, CA

    Charles Schwab • Santa Clara, CA, United States
    serp_jobs.job_card.full_time
    Position Type : Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted