Financial Consultant - Pasadena, CA

Fidelity Investments

Full-time
Pasadena, California, United States
Posted 1 month ago
Retail & Sales

Job Description

Job Description: Fidelity Investments' Racial Equity& Diversity Pledge "Fidelity believes in, and is committed to,fair and consistent treatment for every associate and customer, andto creating a safe and respectful environment, in which everyone istreated with kindness, compassion and respect." Abby Johnson |Chairman & CEO Fidelity Investments It is time to explore newchallenges in your career With your outstanding integrity, we knowthat clients invest their trust in you. Join a team that's anindustry leader in innovation and invests in you with key productand service offerings, groundbreaking technology and a world-classinvestment platform. We empower professional growth, flexibilityand support thus enabling long-term success for you and ourclients. The Expertise We're Looking For * Previous success insales * FINRA Series 7 & 63 licensed; Series 65 or 66 licensedand appropriate state registrations OR ability to acquire series65/66 upon hire * Keen ability to present complex solutions orproducts to a knowledgeable client base while building rapport andcredibility * Degree and/or other professional certifications arehelpful; if you don't already have a CFP or degree, our TuitionReimbursement program can help you obtain one The Purpose of YourRole We fully support you with an open architecture productplatform and top resources in the financial industry, while younurture relationships with an existing client base. You provide theappropriate investment solutions to existing clients and helpexpand the acquisition of new customers. The Skills You Bring *Ability to thoughtfully introduce your clients to differentinvestment strategies and bring together additional client assetswhile engaging in positive, client-centered discussions * Beingcoachable, collaborative, and curious are your "go to" attributes *Committed to delivering an outstanding customer experience with apassion for seeing others thrive * Motivated by results and findingsolutions, you take initiative and exceed customer expectations *Extensive knowledge of investment products Our Investments in YouWe believe it is important to approach life holistically. Ourbenefit programs are designed to assist you and your loved onesstrike the perfect balance. Sound too good to be true? See foryourself and learn more about our benefits offerings: * Click tohear from a few of our associates about the outstanding benefitsFidelity offers: Benefits at Fidelity Investments * Trainingin-branch, regionally, nationally, and virtually to help you withall aspects of your business. You will not fail due to a lack oftraining or onboarding! The Value You Deliver * No longer spendingtime on cold calls and sourcing new clients, you will have the timeto deepen relationships and create complex financial plans * Yourintegrity, insights, interpersonal skills and meticulous planningallows you to mentor and support your customers as they look toreach their retirement goals * Supporting our clients by providingcomprehensive investment solutions and retirement plans to meettheir needs both now and for their future * Effectively engageclients through personal interactions, reflecting yourinterpersonal communication and relationship building skills * Youhave a steadfast commitment to your clients while making a positiveimpact in the community. How Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face withyour customers, offering mentorship and personalized planning,while helping extend the reach of the firm's brand. We invest inyou through the support of a well-rounded team of professionals,unlimited access to some of the best resources, technology andtools in the industry, and a top compensation package withexcellent benefits. While you form relationships here, you willalso be building your career! We believe in being#DifferentTogether. Fidelity's nine affinity groups areself-organized groups of employees with common interests in areassuch as race, ethnicity, gender or sexual orientation, or who sharesimilar interests based on similar sets of experiences who cometogether to create a positive, inclusive workplace for allemployees. We are proud of our diverse and inclusive workplacewhere we respect and value our associates for their unrivaledperspectives and experiences. Certifications: Series 07 - FINRACompany Overview At Fidelity, we are focused on making ourfinancial expertise broadly accessible and effective in helpingpeople live the lives they want. We are a privately held companythat places a high degree of value in creating and nurturing a workenvironment that attracts the best talent and reflects ourcommitment to our associates. We are proud of our diverse andinclusive workplace where we respect and value our associates fortheir unique perspectives and experiences. For information aboutworking at Fidelity, visit FidelityCareers.com. FidelityInvestments is an equal opportunity employer.
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Fidelity Investments

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  • Posted: Feb 24, 2025
  • Job ID: 839
  • Views: 5