LOCATION: Burlingame, CA JOBS - Fidelity Investments

Dedicated Retirement Planner – Corporate Market - San Francisco, CA Burlingame, CA

& Insurance licenses required The Purpose of Your Role As member of the Retirement Planning and Guidance team, you will be the primary point of contact for specific clients. The team works directly with employers and their plan participants to provide consultation, investment education and plan advocacy. You will grow the business in collaboration with plan administrators and HR departments. YouRead More

Assistant Branch Manager - Burlingame, CA Burlingame, CA

stand out against our competitors. The Expertise We’re Looking For We ask that you have at least five years in financial sales role We believe that three or more years of management within a financial services environment is helpful The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire The Purpose of YouRead More

VP, Executive Planning Consultant - Palo Alto, CA Burlingame, CA

s in role is strongly encouraged 10 years minimum of experience with face-to-face investment sales and financial planning Validated sales experience in the Financial Services industry Experience working with senior-level executives and employee benefit plans A consistent track record in generating sales and handling relationships with high net worth clients Demonstrated experience understandiRead More

Financial Consultant Program - Financial Representative - Burlingame, CA Burlingame, CA

financial guidance and mentorship. The Expertise We’re Looking For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your SeRead More