LOCATION: Walnut Creek, CA JOBS - Fidelity Investments

Financial Consultant Program - Relationship Manager - Walnut Creek, CA Walnut Creek, 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

Financial Consultant - Walnut Creek, CA Walnut Creek, 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

VP, Executive Planning Consultant - Walnut Creek, CA Walnut Creek, CA

s in role is strongly encouraged 10 years minimum of experience with face-to-face investment sales and financial planning Validated sales experience in the Financial Services industry Experience working with senior-level executives and employee benefit plans A consistent track record in generating sales and handling relationships with high net worth clients Demonstrated experience understandiRead More

Investment Consultant - Walnut Creek, CA Walnut Creek, 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