LOCATION: San Diego, CA JOBS - Fidelity Investments

Director, Relationship Manager- Retirement Services San Diego, CA

for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors. The Expertise You Have College degree preferred or equivalent work-related experience. Series 7 & 63 required. 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry. The Skills You Bring Your retirement plan record keeping and admRead More

Financial Consultant - Del Mar, CA San Diego, 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

Financial Consultant Program - Relationship Manager - Rancho Bernardo, CA San Diego, CA

ll see your impact on the business and 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 Read More

Vice President, Equity Compensation Relationship Manager San Diego, CA

on of relevant issues. You will ensure client happiness by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. The Expertise You Have College degree preferred or equivalent work-related experience. Your ability to obtain Series 7 & 63/65 within the first three months of employment. You would bring 10+ years of Relationship Management or Client Service experRead More