PlacentiaRecruiter Since 2001
the smart solution for Placentia jobs

Financial Advisor

Company: Fidelity Investments
Location: Placentia
Posted on: November 26, 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 strategiesThe 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 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. 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 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. 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.Fidelity Investments is an equal opportunity employer.
        We welcome those with experience in jobs such as Financial Analyst, Residential Real Estate Agent, and Bookkeeper and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Placentia , Financial Advisor, Accounting, Auditing , Placentia, California

Click here to apply!

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

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Moorpark
Posted on: 12/8/2019

Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Thousand Oaks
Posted on: 12/8/2019

Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Camarillo
Posted on: 12/8/2019


Transactional Advisory Services - Manager
Description: Transactional Advisory Services - Manager - CohnReznick LLP Skip to content Toggle navigation Login - Create Account - Home - Campus Events - Campus Opportunities - Experienced Opportunities - Help Center (more...)
Company: CohnReznick
Location: Los Angeles
Posted on: 12/8/2019

Mgr, Underwriting
Description: The Manager of Mortgage Loan Underwriting is responsible for overall management of the residential mortgage and home equity loan underwriting management staff, underwriting staff, as well as process and (more...)
Company: Kinecta Federal Credit Union
Location: El Segundo
Posted on: 12/8/2019

Accounting Manager / Director
Description: Exciting opportunity with a new medical device company. Great potential for growth as we look forward to building our creative team and investing in new products and technologies. We develop and produce (more...)
Company: Biowy Corporation
Location: Lake Forest
Posted on: 12/8/2019

Credentialed Tax Expert - CPA
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Ontario
Posted on: 12/8/2019

Director and Actuary - Economic Capital
Description: Position Summary: br Enterprise Risk Management ERM is seeking a risk management professional to join its Economic Capital team. In the Economic Capital team, we manage risk by working closely with (more...)
Company: Pacific Life
Location: Newport Beach
Posted on: 12/8/2019

Accountant
Description: DescriptionOur team is growing The Accountemps Salaried Professional Service is currently recruiting for Accountants that would like a direct-hire consulting opportunity. Our Accountant Consultants work (more...)
Company: Robert Half Accountemps
Location: Laguna Hills
Posted on: 12/8/2019

Credentialed Virtual Tax Professional - CPA, Enrolled Agent or Attorney
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Thousand Oaks
Posted on: 12/8/2019

Log In or Create An Account

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

Placentia RSS job feeds