Irvine, CA USOther Locations: Schedule:
Full timeJob Level:
AssociateEducation Level: Overtime Status:
Sales & Relationship ManagementJob ID:
2006532Job Description Investment Consultant - Irvine, CA 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.
TheExpertiseWere Looking For
ThePurposeof Your Role
You will develop financial plans customized to the needs of Fidelitys 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.
How Your WorkImpactsthe Organization
Working 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 Fidelitys brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, youll 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 - FINRA, Series 63 - FINRA Category: Sales
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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.