MorenoValleyRecruiter Since 2001
the smart solution for Moreno Valley jobs

Investment Consultant

Company: Fidelity Investments
Location: Moreno Valley
Posted on: March 13, 2020

Job Description:

Job Description:You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future.The?Expertise?We?re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and state registrations required within 3 months of hireA CFP is preferred if you don?t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe?Purpose?of Your RoleYou will develop financial plans customized to the needs of Fidelity?s mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.The?Skills?You BringIn a team-based, sales environment you take initiative and exceed expectations.You have a deep understanding of various investment products, and are able to educate customers on the values and differences of eachIncomparable consultative selling and organizational skillsThe?Value?You DeliverProviding needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assetsWith our open architecture, you offer a wide broad range of financial products and servicesEffectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skillsHow Your Work?Impacts?the OrganizationWorking in our Investor Center, you will offer mentorship 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 extraordinary benefits. While you form relationships here, you will also be building your career!Certifications:Series 07 - FINRACategory:Sales We welcome those with experience in jobs such as Account Executive, Customer Account Manager, and Territory Sales Professional and others in the Sales to apply.

Keywords: Fidelity Investments, Moreno Valley , Investment Consultant, Professions , Moreno Valley, California

Click here to apply!

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

I'm looking for
in category
within


Other Professions Jobs


CDL-A Part Time Truck Driver - Walmart Transportation
Description: LOCATION APPLE VALLEY, CA br CAREER AREA Drivers Transportation br JOB FUNCTION Driver br EMPLOYMENT TYPE Part Time br POSITION TYPE - br REQUISITION 1406964BR br br What you'll do br (more...)
Company: Walmart
Location: Irvine
Posted on: 03/29/2020

Compliance Analyst
Description: Compliance Analyst US, US, CA - San Diego Minimum Level of Education Required: Bachelors Degree Percentage of Travel: Up to 25 Location: CA - San Diego Ref : Job Description This role is responsible (more...)
Company: NuVasive
Location: San Diego
Posted on: 03/29/2020

Flatbed Regional CDL Drivers - Earn up to $2,000/Week!
Description: br br Call 844 821-7222 today br Earn up to 2000 per week br Home EVERY WEEKEND - Regional Routes br NO Local br br Founded in 2003, FST Services, Inc. is an asset based and third-party (more...)
Company: Fuentes and Sons
Location: Irvine
Posted on: 03/29/2020


Flatbed Regional CDL Drivers - Earn up to $2,000/Week!
Description: br br Call 844 821-7222 today br Earn up to 2000 per week br Home EVERY WEEKEND - Regional Routes br NO Local br br Founded in 2003, FST Services, Inc. is an asset based and third-party (more...)
Company: Fuentes and Sons
Location: Riverside
Posted on: 03/29/2020

Electrical Engineer Writer for EETech
Description: Join Our Remote Team of Consulting Engineer WritersDo you want to be a part of the EETech Writer Team Do you have the technical expertise or experience to develop high-quality content EETech is known (more...)
Company: EETech
Location: Carlsbad
Posted on: 03/29/2020

Engineering Technician
Description: Job DescriptionUS Tech Solutions is seeking an-- Engineering Technician --for 5 Months--contract with a client in--Irvine, CAESSENTIAL DUTIES AND RESPONSIBILITIES:Work in a fast paced team environment (more...)
Company: US Tech Solutions
Location: Irvine
Posted on: 03/29/2020

Amazon Warehouse Laborer (Stoughton - MA)
Description: Warehouse Team Member Seasonal, Part-Time, Full-Time, Flexible Hours br br Shifts: br Overnight, Sunrise, Day, Evening, Weekend br br Location br Stoughton, MA br Job opportunities vary (more...)
Company: Amazon
Location: Riverside
Posted on: 03/29/2020

Flatbed Regional CDL Drivers - Earn up to $2,000/Week!
Description: br br Call 844 821-7222 today br Earn up to 2000 per week br Home EVERY WEEKEND - Regional Routes br NO Local br br Founded in 2003, FST Services, Inc. is an asset based and third-party (more...)
Company: Fuentes and Sons
Location: Chula Vista
Posted on: 03/29/2020

Associate Engineer (Transportation and Drainage)
Description: THE POSITION: The City of Carlsbad is recruiting for an Associate Engineer that will be part of the Transportation and Drainage Engineering Division and a key member of the Transportation Department. (more...)
Company: City of Carlsbad
Location: Carlsbad
Posted on: 03/29/2020

Electrical Engineer Writer for EETech
Description: Join Our Remote Team of Consulting Engineer WritersDo you want to be a part of the EETech Writer Team Do you have the technical expertise or experience to develop high-quality content EETech is known (more...)
Company: EETech
Location: Irvine
Posted on: 03/29/2020

Log In or Create An Account

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

Moreno Valley RSS job feeds