NationalCityRecruiter Since 2001
the smart solution for National City jobs

Financial Planning

Company: Fidelity Investments
Location: National City
Posted on: March 10, 2020

Job Description:

Job Description:With your extraordinary 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 premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe?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 itThe?Purpose?of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen 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 highly valued clientele
    • Remarkable knowledge of investment products
    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
    • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client?s broad range of investment needsThe?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, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
      • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsHow Your Work?Impacts?the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity?s open architecture, you?re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent 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 Controller, Senior Accountant, and Staff Accountant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, National City , Financial Planning, Accounting, Auditing , National City, 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


Controller
Description: California real estate and construction firm is looking for a controller who will take ownership of all accounting, finance, and HR functions of the company. We are looking for true leaders
Company: Confidential
Location: Orange
Posted on: 03/31/2020

Plant Controller
Description: Our client in the manufacturing/distribution industry is looking for a Plant Controller to join their team in the San Bernardino County. br br Job Description: br br ul br li Manage and (more...)
Company: Century Group (CA)
Location: San Bernardino
Posted on: 03/31/2020

Senior Specialist, Accounts Payable
Description: At Hyundai, we've rethought our business and created cars that combine performance, quality, design and innovation into a complete package. br br It's time you rethink what you expect from an employer. (more...)
Company: Hyundai Motor America
Location: Fountain Valley
Posted on: 03/31/2020


Sr. Financial Analyst
Description: Job Summary:The Senior Business / Financial Analyst is responsible for providing insightful analysis and recommendations to influence initiatives in the business and play a key role in the annual operating (more...)
Company: Dahua Technology USA
Location: Irvine
Posted on: 03/31/2020

Tax Preparer
Description: Here at Optima Tax Relief, how our employees feel about their job is important to us. Maybe that is why we have been rated one of Orange County Registers Top Places to work for the past 3 years In addition (more...)
Company: Optima Tax Relief
Location: Santa Ana
Posted on: 03/31/2020

Night Auditor $14.63-$16.87 - Courtyard - (20022910)
Description: Here's To Your Journey with Courtyard With more than 330 managed locations in more than 20 countries Courtyard by Marriott offers a refreshing environment that helps guests stay connected and balanced. (more...)
Company: Marriott International, Inc.
Location: San Diego
Posted on: 03/30/2020

Tax Associate
Description: Tax AssociateSagent Management is a growing and dynamic accounting and tax firm headquartered in the Silicon Valley that offers accounting, tax, and management consulting
Company: Sagent Management
Location: Oceanside
Posted on: 03/31/2020

Finance Intern
Description: Our MissionSizigi is bringing the resume and the interview experience into the digital age Much like:Video on-demand went from VHS to NetflixMusic on-demand went from Cassette to iTunesPicture on-demand (more...)
Company: Sizigi
Location: San Diego
Posted on: 03/31/2020

Inside Sales Associate
Description: Inside Sales Associate - Mortgage Loans br br Summary/Objective br br 5 Arch is a fast-moving global private mortgage bank. We have built a powerful lending business that focuses on creating commercial (more...)
Company: 5 Arch Group
Location: Irvine
Posted on: 03/31/2020

Financial Analyst
Description: DescriptionAt SEB Professional, your big ideas, new thinking and passion for coffee fuel millions of people as they take on their day. We roll up our sleeves to bring joy to coffee drinkers everywhere. (more...)
Company: SEB Professional North America
Location: Tustin
Posted on: 03/31/2020

Log In or Create An Account

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

National City RSS job feeds