SantaBarbaraRecruiter
the smart solution for Santa Barbara jobs

Investment Advisor

Company: Fidelity Investments
Location: Santa Barbara
Posted on: September 6, 2018

Job Description:

With your superior knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a world class investment platform. Here, you will build long-term, trusting relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. 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 Experience with High Net Worth clients 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 RoleFully supported by an open architecture product platform and the best resources and professionals in the industry, you cultivate relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Exceptional knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies by leveraging guidance tools Collaborating with multiple business partners allows you to create an unsurpassed customer experience and meet the client's broad range of investment needsThe Value You DeliverNo longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and manage their investmentsHow Your Work Impacts the Organization Working in our Investor Center, you will offer guidance 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 great benefits. While you build relationships here, you will also be building your career! 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. For information about working at Fidelity, visit FidelityCareers.com Employer is an equal opportunity employer.

Keywords: Fidelity Investments, Santa Barbara , Investment Advisor, Other , Santa Barbara, California

Click here to apply!

Didn't find what you're looking for? Search again!


I'm looking for
in category
within


Other Other Jobs


Work at Home Bilingual Customer Retention Expert (English / Spanish)
Description: Helping those in need is a way of life for us, and we are looking for more people to join our award winning customer service team. Work from the comfort of your home and enjoy the shortest commute ever (more...)
Company: MJOL Jennifer Agnew
Location: Torrance
Posted on: 09/21/2018

CNC Machinist (Ref #13204)
Description: Company is looking for CNC Machinists capable of programming, setup, and running production on our Fanuc controlled CNC lathes and mills. br br REQUIREMENTS: br br Must have EXCELLENT English (more...)
Company: Recruiting Experts
Location: San Gabriel
Posted on: 09/21/2018

Fircal
Description: Firmenich is the largest private companyin the Fragrance Flavors industry, founded in 1895 in Geneva, Switzerland.Led by our passion for taste and smell, we put our creativity and innovation to work (more...)
Company: Firmenich
Location: Anaheim
Posted on: 09/21/2018


CPH JOB-2491224 - PT SNF Job Opening in California
Description: This opportunity is available in a skilled nursing facility. Therapists will treat an
Company: CompHealth
Location: San Luis Obispo
Posted on: 09/21/2018

Project Engineer, Launch Systems Aerospace Structures (Composite with Security Clearance
Description: Req ID 99585BR Business Title Project Engineer, Launch Systems Aerospace Structures Composites Group MSS Location USA CALIFORNIA El Segundo Clearance Level Needed Secret Category Engineering Support (more...)
Company: ManTech International Corporation
Location: El Segundo
Posted on: 09/21/2018

CPH JOB-2490441 - Outpatient PT Job Opening Available in California
Description: This opportunity is available for an outpatient setting for 13 weeks in CA. Therapist
Company: CompHealth
Location: Oxnard
Posted on: 09/21/2018

Security Officer (4674)
Description: 2nd shift Security officer needed for Pasadena U.S. Security Associates, the market leading and wholly owned American safety and security services provider, has Security Officer openings in your area (more...)
Company: U.S. Security Associates
Location: Pasadena
Posted on: 09/21/2018

Mechanical Inspector and CMM Operator - Aerospace Parts (Ref #13001)
Description: Inspecting machined part tolerances as low as .0002, and on occasion, as close as .0001 tolerance quality. br REQUIREMENTS: br br Must have EXCELLENT English speaking, reading, and writing skills (more...)
Company: Recruiting Experts
Location: San Gabriel
Posted on: 09/21/2018

Professional Landscapers - Grow Your Business With HomeAdvisor (Founta
Description: Professional Landscapers - Grow Your Business With HomeAdvisor Founta Over 25 million homeowners
Company: HomeAdvisor
Location: Fountain Valley
Posted on: 09/21/2018

Universal Banker NMLS 1 - Lake Forest Trabuco, CA (37hr)
Description: At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and (more...)
Company: US Bank
Location: Lake Forest
Posted on: 09/21/2018

Log In or Create An Account

Username:
Password:
 

Forgot password?


Find us on Facebook

Find us on LinkedIn

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

Santa Barbara RSS job feeds