ElMonteRecruiter Since 2001
the smart solution for El Monte jobs

Vice President, Financial Consultant - Monterey, CA

Company: Fidelity Investments
Location: El Monte
Posted on: April 8, 2021

Job Description:

Job Description:Fidelity Investments' Racial Equity & Diversity Pledge-Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.- Abby Johnson - Chairman & CEO Fidelity InvestmentsIt is time to explore new challenges in your careerWith your outstanding integrity, we know that clients invest their trust in you. Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Expertise We're Looking For

  • Previous success in sales
  • 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 or products to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Purpose of Your RoleWe 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. You provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.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 productsOur Investments in YouWe believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
      • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
      • 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
        • No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans
        • 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.How Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. We invest in you through the support of a well-rounded team of professionals, unlimited access to some of the best resources, technology and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!We believe in being #DifferentTogether. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.We are proud of our diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
          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 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. We welcome those with experience in jobs such as Financial Analyst, Accountant, and Accounts Receivable Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, El Monte , Vice President, Financial Consultant - Monterey, CA, Professions , El Monte, 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


Delivery Associate - Running with Lions Logistics, LLC
Description: Are you interested in a new opportunity where you can work independently, make a difference in your community, and delight hundreds of customers every day Apply to be a Delivery Associatetoday. We offer (more...)
Company: Running with Lions Logistics, LLC
Location: Poway
Posted on: 04/15/2021

Class A CDL Local Company Drivers - Excellent Benefits
Description: Truck Driver Benefits br br Home daily br Competitive annual salary br Potential extra day pay on top of salary br 2,500 raise after 90 days 2,500 raise on your anniversary
Company: Carvana
Location: Rosemead
Posted on: 04/15/2021

Chemistry Lab Technician
Description: Yoh is a seeking a Chemistry Lab Technician br to support a San Diego based company in the biotechnology industry, who is actively supporting COVID-19 vaccine development and diagnostic testing efforts.. (more...)
Company: Yoh, A Day & Zimmermann Company
Location: Poway
Posted on: 04/15/2021


Warehouse - Cherry Picker / Inventory
Description: We are looking for Warehouse Associates to work for a retail products company --Come work in a fast paced warehouse environment, we're hiring immediately. --Apply now br br br As an Inventory (more...)
Company: Bluecrew
Location: Yucaipa
Posted on: 04/15/2021

CDL-A Owner Operator - $2.20 CPM - 2 Yrs. EXP Req'd
Description: Seeking Western 11 and Dedicated OTR Owner Operators Average RPM 2.20 Fairchild is currently seeking CDL Class A Owner Operators to support our top-tier OTR program.Owner Operator Benefits:85 of gross
Company: Fairchild Freight
Location: Rowland Heights
Posted on: 04/15/2021

Warehouse - Turret Truck Operator / Material Handler
Description: We are looking for Warehouse Associates to work for a retail products company --Come work in a fast paced warehouse environment, we're hiring immediately. --Apply now br br br The primary responsibility (more...)
Company: Bluecrew
Location: Yucaipa
Posted on: 04/15/2021

Warehouse General Helper
Description: We are looking for a capable Warehouse General Helper to support our company's warehouse operations. You will receive, input, sort, load
Company: Bluecrew
Location: Rowland Heights
Posted on: 04/15/2021

Warehouse Picker / Packer
Description: We're hiring Pickers / Packers to help our warehouse run smoothly and efficiently, while having fun in an open, team-based environment. We're seeking motivated forward-thinking individuals
Company: Bluecrew
Location: Yucaipa
Posted on: 04/15/2021

Warehouse - Cherry Picker / Material Handler
Description: We are looking for Warehouse Associates to work for a retail products company --Come work in a fast paced warehouse environment, we're hiring immediately. --Apply now br br br The primary responsibility (more...)
Company: Bluecrew
Location: Yucaipa
Posted on: 04/15/2021

Warehouse Associate
Description: br br br We are looking for warehouse associates to work at the facility of a consumer products retailer br As part of the general warehouse personnel, the primary responsibilities
Company: Bluecrew
Location: Yucaipa
Posted on: 04/15/2021

Log In or Create An Account

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

El Monte RSS job feeds