LOCATION: San Jose, CA JOBS - Fidelity Investments

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

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