LOCATION: Palo Alto, CA JOBS - Fidelity Investments

Financial Consultant - Palo Alto, CA Palo Alto, CA

tirement planning strategies The 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 it The Purpose of Your Role We fully support yoRead More

Assistant Branch Office Manager - Palo Alto, CA Palo Alto, 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

Wealth Management Relationship Manager - Palo Alto, CA Palo Alto, 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