LOCATION: Dublin, CA JOBS - Fidelity Investments

Relationship Manager - Dublin, CA Dublin, CA

nd have rewarding interactions with clients every single day. The Expertise We’re Looking For A college degree is encouraged yet not required 1-3 years in financial services with an emphasis in customer service Sales experience and knowledge of the financial markets and products Strong social skills and the ability to deliver highly personalized service to each client Thrive in a compliance Read More

VP, Executive Planning Consultant - Walnut Creek, CA Dublin, 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