SanRafaelRecruiter Since 2001
the smart solution for San Rafael jobs

Financial Consultant Program - Financial Representative - Larkspur, CA

Company: Fidelity Investments
Location: San Rafael
Posted on: June 5, 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 months The 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 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 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: broker, client, guest, healthcare, inside sales, insurance sales, insurance sales agent, lead sales agent, sales professional, sales representative

Keywords: Fidelity Investments, San Rafael , Financial Consultant Program - Financial Representative - Larkspur, CA, Professions , 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 Professions Jobs


Get New Electrical Work Today - Preview Leads In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: San Rafael
Posted on: 06/26/2019

sap sd functional consultant ( job code - crrltn )
Description: This position requires configuration and solution expertise and will provide applicationfunctional support in the SD, RevRec modules, with a key focus on the integration between SAP and third-party system. (more...)
Company: Applicantz, Inc.
Location: San Rafael
Posted on: 06/26/2019

Sr. Business Systems Analyst with Tableau exp, on W2
Description: Linkedin is a must Locals Preferred Face to Face is mandatory for this position. We need someone on our w2. My client is looking for Sr. Business Systems Analyst with Tableau exp. to join their team on (more...)
Company: Srisys
Location: Sunnyvale
Posted on: 06/26/2019


Class A CDL Regional Driver Home Weekly (San Rafael,CA)
Description: Class A CDL Regional Driver - Home Weekly br br Be part of a TEAM at Frontier Transportation We are a family-oriented organization that has been in the Tracy area since 1970 and are now hiring drivers (more...)
Company: Frontier Transportation
Location: San Rafael
Posted on: 06/26/2019

Turret Forklift Operator (Night Shift - Tracy)
Description: Description Clutter is currently seeking experienced and highly skilled Lift Operators focusing on turrets . The primary function will be to provide support to the supply chain by collecting, loading, (more...)
Company: Clutter
Location: Manteca
Posted on: 06/26/2019

Financial Consultant Program - Financial Representative - Larkspur, CA
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 (more...)
Company: Fidelity Investments
Location: San Rafael
Posted on: 06/26/2019

SAP SD Functional Consultant
Description: Please contact Bhavna Khanna at 925 627 4981 or email bkhannaascentsg.com mailtobkhannaascentsg.com for any questions SAP SD Functional Consultant Location San Rafael, CA 10 month contract with possible (more...)
Company: The Ascent Services Group
Location: San Rafael
Posted on: 06/26/2019

Business Systems Analyst - RPA
Description: Role Business Systems Analyst - RPA Location Sunnyvale, CA Position Type Contract Only W2 Candidates, local and onsite interview is a must Skills Looking for a Strong BSA preferred with RPA Blue Prim (more...)
Company: Mumba Technologies
Location: Sunnyvale
Posted on: 06/26/2019

CDL-A Local Truck Driver - Household Goods
Description: CDL-A LOCAL TRUCK DRIVER HOUSEHOLD GOODS HAULING JOBS United Van Lines Has LOCAL CDL-A Truck Driving Jobs Open Now br Local CDL-A owner operator truck drivers are needed
Company: United Van Lines
Location: Tracy
Posted on: 06/26/2019

Get New Electrical Work Today - Preview Leads In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Turlock
Posted on: 06/26/2019

Log In or Create An Account

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

San Rafael RSS job feeds