LOCATION: Los Angeles, CA JOBS - Fidelity Investments

Client Development Specialist Los Angeles, CA

3 - 5 years direct client and/or financial services experience Strong brokerage/custody background, preferably with direct retail or customer service experience Series 7 and 63 registrations will be required The Purpose of Your Role Fidelity Clearing & Custody Solutions (FCCS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions Read More

Investor Center Intern - Torrance, CA Los Angeles, CA

and customer support skills. The Expertise We’re Looking For Business, Finance or Economics majors in your junior year of college Experience in customer service, retail sales or banking Keen interest in investing and wealth management, through participation in investments clubs, managing your own finances or entrepreneurship Team leadership experience, whether through athletics or other student Read More

Financial Consultant - Torrance, CA Los Angeles, CA

rement planning strategies. The Expertise We’re Looking For Series 7 and series 63 licenses in current and in good standing prior to hire Series 66 (or 63/65) and Insurance Licenses or obtain them within 6 months of hire A college degree is preferred A CFP certification is preferred Experience managing a book of business and/or financial planning experience The Purpose of Your Role Fully supporRead More

Wealth Management Relationship Manager - LA Century City, CA Los Angeles, CA

Purpose of Your Role You are providing the highest level of customer service to Fidelity’s most sophisticated and highest net worth client. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business. The Skills You Bring Exceptional interpersonal communication skills, vRead More

Vice President, Senior Relationship Manager Los Angeles, CA

operational efficiency and profitability, and helping them more effectively meet customer needs. The Expertise We’re Looking For Bachelor’s degree 10+ years direct client and/or financial services experience in Sales or Relationship Management function Direct experience in RIA, Custody or Brokerage industry Series 7 and 63 registrations The Purpose of Your Role The Vice President will inspire Read More

Advanced Planning, Estate Planning Specialist - Los Angeles, CA Los Angeles, CA

ify their estate planning goals and objectives (2) better understand their existing estate planning documents and (3) ascertain appropriate next steps. The EPS will also help to develop and support relationships with local estate planning attorneys that clients may choose to work with in developing their plan. The Expertise We’re Looking For College Degree JD, CFP and/or CPA preferred 7 to 10 yeaRead More