Financial Consultant Program - Financial Representative - 2018 College Graduates - North San Jose, CA

Fidelity Investments - San Jose, California
12/7/2017 5:29:26 AM
1710871
Customer Service Operations


Job Desription

You are committed to helping others succeed and passionate about delivering an outstanding client experience. Your ability to build relationships and educate clients has made you a natural sales-person. Come join a team that will value your contribution and invest in your future. Our Financial Consultant Program outlines the path to becoming a Financial Consultant in as little as five years and provides you with comprehensive training, unmatched professional development opportunities, and the top tools in the industry. Join Fidelity as a Financial Representative; your career in financial planning starts here!

The Expertise We’re Looking For
Series 7 preferred (required within 6 months of hire)
Series 63 preferred (required within 90 days of passing the series 7 exam)
Banking, insurance, or financial experience is encouraged
A CFP is preferred; if you do not already have your CFP, our Tuition Reimbursement Program can help you with classes to obtain it!

The Purpose of Your Role

As a key member of the branch team, we depend on you to leave a positive and long-lasting impression on our valued customers. You are the first point of contact for our clients as they enter the branch. In addition to being the face of Fidelity, we depend on you to be diligent around compliance, process monetary transactions, and identify sales opportunities. All the while, you will be learning valuable skills to prepare you for your next role on the path to becoming a Financial Consultant.

The Skills You Bring
You have superb interpersonal and communication skills, and are enthusiastic to interact with our customers
An aptitude for sales to proactively uncover needs while interacting with our clients
Consistent attention to detail and prioritization ability
Ability to empathize with and understand the perspectives of others, allowing you to build genuine relationships with others

The Value You Deliver
You are sensitive to the diverse needs of others and are passionate about providing solutions
Thoughtfully work to resolve transactional, informational and service needs at the front counter
Responsible for educating our clients on the numerous products and services available to them
By identifying customer needs, you partner with members of the branch team to introduce additional Fidelity products and services in order to retain and build Fidelity assets

How Your Work Impacts the Organization

Working in our Investor Center, you help to extend the reach of Fidelity’s brand. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with great benefits. While you build relationships here, you will also be building your career!

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

Job: Customer Service/Operations

Primary Location: US-CA-San Jose - Investor Center

Schedule: Full-time

Job Level: Individual Contributor

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard
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Travel: No

San Jose, California
San Jose, CA

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