LOCATION: San Jose, CA JOBS - Fidelity Investments

Investor Center Intern - Campbell, CA San Jose, 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

Investor Center Intern - Campbell, CA San Jose, 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 - Campbell, CA San Jose, 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

Financial Consultant Program - Financial Representative - Campbell, CA San Jose, CA

financial guidance and mentorship. The Expertise We’re Looking For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your SeRead More

Investment Consultant - San Jose, CA San Jose, CA

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 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 You will develop financial plans customized to the needs of Fidelity’s mass affluent inveRead More

Financial Consultant - North San Jose, CA San Jose, 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