SanRafaelRecruiter Since 2001
the smart solution for San Rafael jobs

Personal Financial Consultant

Company: Fidelity Investments
Location: San Rafael
Posted on: June 6, 2019

Job Description:

We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance and mentorship. The Expertise We re Looking For

  • A college degree is encouraged yet not required
  • We feel customer service, sales, phone or financial services experience will prepare you for this role
  • Banking, insurance, or financial experience is an excellent addition to your experience
  • We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six monthsThe Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a multi-talented expert for compliance and all front lobby transactions, you will partner and contribute to branch success by identifying sales opportunities. The Skills You Bring
    • Superb interpersonal skills and passion to engage with customers
    • An aptitude for sales to dedicatedly identify leads
    • Remarkable attention to detail and ability to prioritize
    • Computer literacy and experience working with multiple applications at onceThe Value You Deliver
      • A vital member of the team, you are offering support to Fidelity s most wealthy and valuable clients daily
      • By identifying leads and making effective introductions, you are directly impacting the success of the branch
      • Your efforts will be valued by clients and you will find working with those clients a rewarding experience
      • As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the teamHow Your Work Impacts the Organization Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.Company Overview At 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Associated topics: agent, call center, customer, guest, health, healthcare, inside sales, insurance sales, outside sales, sales representative

Keywords: Fidelity Investments, San Rafael , Personal Financial Consultant, Accounting, Auditing , San Rafael, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Stock Plan Administrator
Description: Stock Plan Administrator br br Legal Risk Management I San Francisco, California br br br br Analyze risks and create innovative solutions to the wide-range of challenges our high-growth (more...)
Company: DocuSign
Location: San Francisco
Posted on: 06/25/2019

Financial Consultant - San Francisco, CA - Fidelity Investments
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 (more...)
Company: Fidelity Investments
Location: San Francisco
Posted on: 06/25/2019

Drive with Lyft - Set your own hours and cash out when you want.
Description: What is Lyft br Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to br be a Lyft driver is the perfect opportunity for you to set your own schedule (more...)
Company: Lyft
Location: Richmond
Posted on: 06/25/2019


Personal Financial Advisor
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 (more...)
Company: Fidelity Investments
Location: San Francisco
Posted on: 06/25/2019

Drive with Lyft - Set your own hours and cash out when you want.
Description: What is Lyft br Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to br be a Lyft driver is the perfect opportunity for you to set your own schedule (more...)
Company: Lyft
Location: Hayward
Posted on: 06/25/2019

Lecturer in Accounting (Online)
Description: RECRUITMENT PERIOD br br Open date: June 19th, 2019 br Next review date: Wednesday, Jul 31, 2019 at 11:59pm Pacific Time br Apply by this date to ensure full consideration by the committee. (more...)
Company: University of California-Davis
Location: Davis
Posted on: 06/25/2019

Financial Services
Description: The Agent Opportunity We look for people who: Want to make a positive difference in people's lives and in their community br Want a career that is both personally and financially rewarding br (more...)
Company: State Farm
Location: Sacramento
Posted on: 06/25/2019

Financial Consultant Program - Relationship Manager - Berkeley, CA
Description: We believe as a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication (more...)
Company: Fidelity Investments
Location: Berkeley
Posted on: 06/25/2019

Personal Financial Advisor
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 (more...)
Company: Fidelity Investments
Location: San Francisco
Posted on: 06/25/2019

Financial Consultant - Sacramento, CA
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 (more...)
Company: Fidelity Investments
Location: Sacramento
Posted on: 06/25/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Rafael RSS job feeds