FullertonRecruiter Since 2001
the smart solution for Fullerton jobs

Investment Consultant - Brea, CA

Company: Fidelity Investments Inc.
Location: Brea
Posted on: April 8, 2021

Job Description:

IMPORTANT COVID-19 INFORMATION
At Fidelity, we are committed to safeguarding the health and well-being of our associates, clients, and candidates. We are actively monitoring the situation related to COVID-19 and are continuing to hire in order to serve our clients around the globe. To ensure your safety as a job candidate, we will be relying on virtual interviewing and other digital communications. Our recruiting team is committed to providing the support you need throughout the hiring and onboarding process. We appreciate your understanding and flexibility during this time. x You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future. The--Expertise--We're Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations required within 3 months of hire
  • A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The--Purpose--of Your Role You will develop financial plans customized to the needs of Fidelity's mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions. The--Skills--You Bring
    • In a team-based, sales environment you take initiative and exceed expectations.
    • You have a deep understanding of various investment products, and are able to educate customers on the values and differences of each
    • Incomparable consultative selling and organizational skills The--Value--You Deliver
      • Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
      • With our open architecture, you offer a wide broad range of financial products and services
      • Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills How Your Work--Impacts--the Organization Working in our Investor Center, you will offer mentorship and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you form relationships here, you will also be building your career! Certifications: 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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation. Fidelity encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Keywords: Fidelity Investments Inc., Fullerton , Investment Consultant - Brea, CA, Professions , Brea, 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


Sr. Behavior Technician
Description: Seeking Sr. Behavior Technition and RBT's to care for and assist spectrum disorder family needs. br Responsibilities: br --- Providing support to families and deliver treatment through the modality (more...)
Company: Job Juncture
Location: Poway
Posted on: 04/21/2021

Warehouse - Order Puller
Description: We are looking for Order Pullers to work for a retail products company --Come work in a fast paced warehouse environment, we're hiring immediately. --Apply now br br br Primary responsibility (more...)
Company: Bluecrew
Location: Yucaipa
Posted on: 04/21/2021

Best Companies for Flatbed Drivers Near You
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: Placentia
Posted on: 04/21/2021


Best Companies for Flatbed Drivers Near You
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: Rowland Heights
Posted on: 04/21/2021

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
Company: HomeAdvisor
Location: San Gabriel
Posted on: 04/21/2021

Warehouse - Forklift Operator
Description: We are looking for Forklift Operators to work for a leading logistics company --Come work in a fast paced warehouse environment, we're hiring immediately. --Apply now br br br You may pick full-pallet (more...)
Company: Bluecrew
Location: Rowland Heights
Posted on: 04/21/2021

Flatbed Drivers - Local, Regional & OTR Positions Available
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: Rosemead
Posted on: 04/21/2021

Flatbed Drivers - Local, Regional & OTR Positions Available
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: Santee
Posted on: 04/21/2021

Data Analyst
Description: DESCRIPTION Data Analyst Rosemead, CAPay Rate: 35.17/hrDuration: 9 Months or longerJob Duties: Analyze and interpret data to identify reasons for low adoption rates for technology projects Develop (more...)
Company: Apr Consulting Inc
Location: Rosemead
Posted on: 04/21/2021

Data Analyst
Description: br br DESCRIPTION br br Data Analyst Rosemead, CA br Pay Rate: 35.17/hr br Duration: 9 Months or longer br Job Duties: Analyze and interpret data to identify reasons for low adoption rates (more...)
Company: Apr Consulting Inc
Location: Rosemead
Posted on: 04/21/2021

Log In or Create An Account

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

Fullerton RSS job feeds