SanDiegoRecruiter
the smart solution for San Diego jobs

Financial Advisor

Company: Fidelity Investments
Location: San Diego
Posted on: April 18, 2019

Job Description:

With your superior knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a world class investment platform. Here, you will build long-term, trusting relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement 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 supported by an open architecture product platform and the best resources and professionals in the industry, you cultivate relationships with our most sophisticated investors. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring
    • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele
    • Exceptional knowledge of trust, estate planning, tax planning, insurance and complex financial planning
    • Collaborating with multiple business partners allows you to create an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver
      • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
      • Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals
      • Utilizing your expertise to cultivate the talent of the branch team through coaching and mentoring How Your Work Impacts the Organization Working in our Investor Center, you will offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. 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. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, San Diego , Financial Advisor, Accounting, Auditing , San Diego, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Commodity Manager
Description: OU.LOCATION SUMMARY: Supply chain leadership position, involves collaborating acrossmultiple departments and divisions in order to improve the suppliermanagement practices of the organization. Position (more...)
Company: Cobham
Location: San Diego
Posted on: 04/19/2019

EVP, Head of Operations
Description: As our Executive Vice President, Head of Operations, you will be responsible for the implementation and management of operational processes at LPL Financial. You will lead a dynamic and knowledgeable (more...)
Company: LPL Financial
Location: San Diego
Posted on: 04/19/2019

AVP, Finance
Description: LPLs Capital Management department fosters a culture of product innovation, entrepreneurship, and empowerment. Our team is looking for talented candidates with client facing experience and a financial (more...)
Company: LPL Financial
Location: San Diego
Posted on: 04/19/2019


Associate Actuary
Description: MCG is the leader in evidence-based patient care guidelines and we're at the intersection of clinical guidance, analytics, and innovative software. We're looking to bring a business minded Actuary onto (more...)
Company: MCG Health
Location: San Diego
Posted on: 04/19/2019

Director of Financial Planning Systems and Processes
Description: Requisition Number:204293 br br Position Title:Planning Director I br br External Description:Job Summary The Operations Director for the Financial Planning and Analysis FP A function is the (more...)
Company: Teradata
Location: Coronado
Posted on: 04/19/2019

Banking Operations Specialist
Description: Job DescriptionBanking Operations Specialistjob summary:We are currently looking for a Banking Operations Specialist for a temp-to-hire opportunity. The Banking Operations Specialist will be supporting (more...)
Company: Randstad
Location: San Diego
Posted on: 04/19/2019

Employee Dining Room Attendant - The Luxury Collection (190001N7)
Description: Here's To Your Journey with The Luxury Collection The Luxury Collection is a glittering ensemble of locally authentic hotels and resorts from around the world. Our hotel teams curate the world's most (more...)
Company: Marriott International, Inc.
Location: El Cajon
Posted on: 04/19/2019

Senior Software Engineer - Must Relocate to Fort Meade, MD (San Diego,
Description: Senior Software Engineer - Must Relocate to Fort Meade, MD San Diego, Monster Talent Fusion is helping to find the right candidates for this job. Chat with us now so we can help you Senior Software (more...)
Company: Monster Talent Fusion
Location: San Diego
Posted on: 04/19/2019

Inpatient and Outpatient Coding Compliance Auditor
Description: Inpatient and Outpatient Coding Compliance Auditor The Inpatient and Outpatient Coding Compliance Auditor will provide expert auditing services across various hospitals for Inpatient and all Outpatient (more...)
Company: Mommy Jobs Online
Location: Vista
Posted on: 04/19/2019

Poway Accounting Tutor Jobs
Description: Poway Accounting Tutor Jobs Varsity Tutors has students in Poway looking for Accounting tutoring. Varsity Tutors is a live learning platform that connects tutors with students
Company: Varsity Tutors
Location: Poway
Posted on: 04/19/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Diego RSS job feeds