Financial Representative
Company: Fidelity Investments
Location: Palo Alto
Posted on: April 23, 2024
Job Description:
Job Description:Financial ConsultantIf you no longer want to
spend your time on sourcing new clients and would rather have the
time to deepen relationships and create complex financial plans,
then join a team that is a stable industry leader. Fidelity
provides a business model with an existing client base and
institutional feeders of business that is unmatched in the
industry. At Fidelity, we empower professional growth, flexibility
and support thus enabling long-term success for you and our
clients.The Purpose of Your RoleWorking in our Investor Center, you
will engage face-to-face with your customers, offering guidance and
personalized planning, while helping extend the reach of the firm's
brand. 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.The Expertise
We're Looking For
- Previous success in building relationships, uncovering needs
and recommending solutions
- 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 to a knowledgeable
client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if
you do not already have a CFP or degree, our Tuition Reimbursement
program can help you obtain oneThe 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 solutionsOur Investments in
YouFidelity's greatest advantage is our people, and we believe it
is important to approach life holistically. We offer a competitive
total rewards package, including a stable base salary, to recognize
associate achievements. And our---benefit programs---are designed
to help you and your family strike the right balance. - We offer
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
- 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 communityThe base salary range for this
position is $55,000 - $75,000 per year. -Placement in the range
will vary based on job responsibilities and scope, geographic
location, candidate's relevant experience, and other factors.Base
salary is only part of the total compensation package. Depending on
the position and eligibility requirements, the offer package may
also include bonus or other variable compensation. - -We offer a
wide range of to meet your evolving needs and help you live your
best life at work and at home. -These benefits include
comprehensive health care coverage and emotional well-being
support, market-leading retirement, generous paid time off and
parental leave, charitable giving employee match program, and
educational assistance including student loan repayment, tuition
reimbursement, and learning resources to develop your career.
-Note, the application window closes when the position is filled or
unposted.Certifications:Series 07 - FINRA, Series 63 - FINRA,
Series 66 - FINRACompany Overview Fidelity Investments is a
privately held company with a mission to strengthen the financial
well-being of our clients. We help people invest and plan for their
future. We assist companies and non-profit organizations in
delivering benefits to their employees. And we provide institutions
and independent advisors with investment and technology solutions
to help invest their own clients' money. Join Us At Fidelity,
you'll find endless opportunities to build a meaningful career that
positively impacts peoples' lives, including yours. You can take
advantage of flexible benefits that support you through every stage
of your career, empowering you to thrive at work and at home.
Honored with a , we have been recognized by our employees as a top
10 Best Place to Work in 2024. And you don't need a finance
background to succeed at Fidelity-we offer a range of opportunities
for learning so you can build the career you've always imagined.
blends the best of working offsite with maximizing time together in
person to meet associate and business needs. Currently, most hybrid
roles require associates to work onsite all business days of one
assigned week per four-week period (beginning in September 2024,
the requirement will be two full assigned weeks). At Fidelity, we
value honesty, integrity, and the safety of our associates and
customers within a heavily regulated industry. Certain roles may
require candidates to go through a preliminary credit check during
the screening process. Candidates who are presented with a Fidelity
offer will need to go through a background investigation, , and may
be asked to provide additional documentation as requested. This
investigation includes but is not limited to a criminal, civil
litigations and regulatory review, employment, education, and
credit review (role dependent). These investigations will account
for 7 years or more of history, depending on the role. Where
permitted by federal or state law, Fidelity will also conduct a
pre-employment drug screen, which will review for the following
substances: Amphetamines, THC (marijuana), cocaine, opiates,
phencyclidine. We invite you to Find Your Fidelity at . Fidelity
Investments is an equal opportunity employer. We believe that the
most effective way to attract, develop and retain a diverse
workforce is to build an enduring culture of inclusion and
belonging. Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to participate in the application
or interview process. To initiate a request for an accommodation,
contact the HR Accommodation Team by sending an email to , or by
calling 800-835-5099, prompt 2, option 3.
We welcome those with experience in jobs such as Bilingual Customer
Service , Home Buyer s Consultant, and Bookkeeper and others in the
Accounting and Finance to apply.
Keywords: Fidelity Investments, Sunnyvale , Financial Representative, Accounting, Auditing , Palo Alto, California
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