Jobs in California - Fidelity Investments

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Fidelity Investments
Los Angeles, CA
Institutional

Vice President, Relationship Management Are you an experienced client facing professional with a proven ability to build and manage relationships with complex institutional clients? Help us grow our institutional business and strengthen relationships with RIA clients in the Fidelity Clearing & Custody Solutions (FCCS) organization. In FCCS, we help our institutional clients thrive by supporting t . . .

Fidelity Investments
San Francisco, CA
Sales Relationship Management

The Client Development Specialist will work with the Divisional Manager and the Regional Relationship Management Team as we deliver a comprehensive custody platform to independent wealth management firms. Our team is dedicated to supporting wealth management firms by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency. The Expertise We’re Lookin . . .

Fidelity Investments
Sacramento, CA
Financial Sales

You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. Your ability to foster strong relationships is as instinctive as your passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can create your future. The Expertise We’r . . .

Fidelity Investments
Sunnyvale, CA
Customer Service Operations

You are committed to helping others succeed and passionate about delivering an outstanding client experience. Your ability to build relationships and educate clients has made you a natural sales-person. Come join a team that will value your contribution and invest in your future. Our Financial Consultant Program outlines the path to becoming a Financial Consultant in as little as five years and pr . . .

Fidelity Investments
Woodland Hills, CA
Branch Offices

For you, client interactions are more than transactions. They are opportunities to deepen relationships, understand the unique financial needs of your customers, and make an impact on the lives of others. Join Fidelity as a Relationship Manager in our Financial Consultant Program, for the opportunity to further your career in financial planning. Fidelity will outline the path to becoming a Financi . . .

Fidelity Investments
Pasadena, CA
Branch Offices

A Fidelity Assistant Branch Manager partners with senior management in leading a team of successful sales and service associates, as they prepare to run their own branch. The Expertise We’re Looking For Five years in financial sales role Three or more years of management within a financial services environment is preferred Series 7 and 66 or 63/65 required Series 9/10 and Insurance required w . . .

Fidelity Investments
Walnut Creek, CA
Financial Sales

Our Regional Planning Consultants work to truly create a culture of planning by coaching and inspiring our associates. The Expertise We’re Looking For Sales experience in the financial service industry Series 7 and 63 required Series 66 and/or 65 required or to be obtained within 6 months of hire Insurance licenses required or to be obtained within 6 months of hire CFP certification preferre . . .

Fidelity Investments
Sunnyvale, CA
Financial Sales

Our Regional Planning Consultants work to truly create a culture of planning by coaching and inspiring our associates. The Expertise We’re Looking For Sales experience in the financial service industry Series 7 and 63 required Series 66 and/or 65 required or to be obtained within 6 months of hire Insurance licenses required or to be obtained within 6 months of hire CFP certification preferre . . .

Fidelity Investments
Palo Alto, CA
Financial Sales

Our Regional Planning Consultants work to truly create a culture of planning by coaching and inspiring our associates. The Expertise We’re Looking For Sales experience in the financial service industry Series 7 and 63 required Series 66 and/or 65 required or to be obtained within 6 months of hire Insurance licenses required or to be obtained within 6 months of hire CFP certification preferre . . .

Fidelity Investments
Mountain View, CA
Customer Service Operations

You are committed to helping others succeed and passionate about delivering an outstanding client experience. Your ability to build relationships and educate clients has made you a natural sales-person. Come join a team that will value your contribution and invest in your future. Our Financial Consultant Program outlines the path to becoming a Financial Consultant in as little as five years and pr . . .

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