SantaBarbaraRecruiter
the smart solution for Santa Barbara jobs

Financial Consultant - Santa Barbara, CA

Company: Fidelity Investments
Location: Santa Barbara
Posted on: April 18, 2019

Job Description:

With your extraordinary 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 premier investment platform. Here, you will build long-term, dedicated 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 itThe 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. Your keen 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 Bring
    • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
    • Remarkable knowledge of investment products
    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
    • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needsThe Value You Deliver
      • No 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, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
      • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsHow Your Work Impacts the Organization Working 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. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources 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!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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Employer is an equal opportunity employer.

Keywords: Fidelity Investments, Santa Barbara , Financial Consultant - Santa Barbara, CA, Professions , 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 Professions Jobs


Dedicated Hiring CDL-A Truckers -$2500 Sign On Bonus [114]
Description: Hub Group Dedicated is searching for various types of CDL-A truck drivers in the Mira Loma area Local positions
Company: Hub Group
Location: Burbank
Posted on: 04/25/2019

CDL-A Company Auto Hauler Truck Driver
Description: Earning Potential 2000 /Week as a CDL-A Company Auto Hauler Truck Driver br br We are proud to attract the industry's top driving professionals with frequent weekly home time, regular routes, and (more...)
Company: Hansen & Adkins Auto Transport
Location: Simi Valley
Posted on: 04/25/2019

Delivery Driver - Choose your own schedule - Santa Maria
Description: No passengers.
Company: Doordash
Location: Santa Maria
Posted on: 04/25/2019


Accounting Operations Analyst
Description: Department: Finance br br Location: Santa Barbara br br Req : 5018 For the past 16 years, we ve changed the way that people listen. We ve designed the ultimate home music experience. Now we strive (more...)
Company: Sonos Inc
Location: Santa Barbara
Posted on: 04/25/2019

Position Title: Financial Analyst
Description: Position Title: Financial Analyst br br Position Number: 312008 br br Location: Pasadena, CA br br Desired Skill Set: Documentation, Healthcare, Management br br Position Description: (more...)
Company: rose international
Location: Pasadena
Posted on: 04/25/2019

CDL-A Company Auto Hauler Truck Driver
Description: Earning Potential 2000 /Week as a CDL-A Company Auto Hauler Truck Driver br br We are proud to attract the industry's top driving professionals with frequent weekly home time, regular routes, and (more...)
Company: Hansen & Adkins Auto Transport
Location: Burbank
Posted on: 04/25/2019

Western Regional CDL-A in %%LOCATION% Company & Lease Purchase
Description: Jim Palmer Trucking joined the Wilson Logistics family in 2014. Since then, we have been focused on making our Western Regional dry van fleet the best in the country for
Company: Wilson Logistics
Location: Santa Maria
Posted on: 04/25/2019

Plant Laborer
Description: CalPortland - EXPECT MORE--- WE DELIVER This is us---- Best-in-Class, industry leader with a rich 126-year history- Largest building materials contributor to some of the West's biggest construction (more...)
Company: CalPortland
Location: Santa Maria
Posted on: 04/25/2019

CDL-A Company Truck Driver
Description: Real Trucking. Real History. br br Apply today for CDL-A Company Truck Driver Jobs br br Are you ready to get on board with a carrier that combines old school trucking with modern respect At
Company: Freymiller
Location: Simi Valley
Posted on: 04/25/2019

Truck Driving Jobs - Regional - NEW Pay Guarantee - At Least $1,000/wk!
Description: APPLY TODAY Call to learn more or apply online below 844 754-3475 Truck Driving Jobs - Regional - NEW Pay Guarantee - At Least 1,000/wk Detention pay starts the second you stop - adds up to an extra (more...)
Company: Marten Transport
Location: Burbank
Posted on: 04/25/2019

Log In or Create An Account

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

Santa Barbara RSS job feeds