Fidelity Investments
Offering Investment
Write a review
3 years ago
Contract type
Unlimited employment
Seniority level
Mid-senior level
Work amount
90% till 100%
Work area
- Accounting & Finance
- Audit
- Investment Managment
- Investment Consulting
- Analyst/Research
- Trading
- Derivatives Structuring
- Portfolio Management
- Research
- Sales & Marketing
- Communication/PR
- Advisory
- Banking
- Branch and Retail Services
- Client Management
- Wealth Management
- Financial Planning
- Corporate Financing
- Investment Banking
- Corporate Banking
- Insurance services
- Investment
- Investment Plan Sponsor
- Risk Management
- Back Office
- Trading & Payment
- Fund Administration
- Custody
- Legal & Compliance
- Legal Structures & Inheritance planning
- Audit
- Compliance Regulatory
- HR & Recruitment
- Recruitment
- Information Technology
- Software
- Hardware
- Sales & marketing
- Event organizer
- Investor relations
- Advertising
- Communication
Required languages
English
Please refer to SmartMoneyMatch in your application
Financial Consultant - Los Angeles Area 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 Investments It is time to explore new challenges in your career With 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 one The Purpose of Your Role We 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
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