SanRafaelRecruiter Since 2001
the smart solution for San Rafael jobs

Financial Planner

Company: Fidelity Investments
Location: San Rafael
Posted on: June 13, 2019

Job Description:

Financial Planner 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 months The Purpose of Your RoleIt 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 once The 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 team How Your Work Impacts the OrganizationFidelity 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 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. 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: client, health, healthcare, insurance agent, insurance sales agent, life insurance agent, outside sales, retail, sales associate, sales representative

Keywords: Fidelity Investments, San Rafael , Financial Planner, 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


SAP FICO expert
Description: Hi Professionals, One of our client Santa Clara, CA looking for SAP FICO expert like you. Please let me know, if you are intersted to persue this role. In any case if you re in assignment, please refer (more...)
Company: Kaizen Technologies
Location: Santa Clara
Posted on: 06/27/2019

Financial Analyst
Description: Job Number br 1908866 br br Recruitment Type br Open br br Job Title br Financial Analyst br br Division br Business and Administrative Services 314 br br Department br Colleges, (more...)
Company: University of California - Santa Cruz
Location: Santa Cruz
Posted on: 06/27/2019

BUDGET ANALYST
Description: Requisition Number: br 03024113 br Recruitment Open To: br UCD/UCDHS Employees and General Public br Final Filing Date br 07-01-2019 br Closing Date: br br Position: br BUDGET ANALYST (more...)
Company: University of California - Davis
Location: Davis
Posted on: 06/27/2019


Finance Analyst
Description: JOB OVERVIEW br The Finance Analyst uses advanced professional concepts and organizational objectives to resolve complex issues in creative and effective ways. Works on complex issues where analysis (more...)
Company: University of California - San Francisco
Location: San Francisco
Posted on: 06/27/2019

Financial Planner
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: 06/27/2019

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: 06/27/2019

PeopleSoft Financials Functional Lead 5669
Description: Description Experience of more than 7 years and act as Functional consultant possessing background in PS GL Financials, and Accounting. Must have experience managing a similar project and interfacing (more...)
Company: Kapital Data Corp
Location: San Francisco
Posted on: 06/27/2019

Global Partner Solutions Architect, Financial Services - Palo Alto, California
Description: I'm Tarryn and I'm a sourcing recruiter with AWS Interested or have questions Start a chat with me today All chats are text-based and I'm based on the West Coast 9-5pm PT . I may not respond right (more...)
Company: Amazon
Location: Palo Alto
Posted on: 06/27/2019

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: Belmont
Posted on: 06/27/2019

Senior Data Analyst - Banking
Description: Amarx Search, Inc. amarx.com Type 6 Month W-2 Contract Location Santa Clara, CA Pay 90-105 per hour Position ID 1962 An excellent position with one of America's best banks
Company: Amarx Search, Inc.
Location: Santa Clara
Posted on: 06/27/2019

Log In or Create An Account

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

San Rafael RSS job feeds