Financial Consultant - Sunnyvale, CA Financial Consultant - Sunnyvale, CA …

Fidelity Investments
in Sunnyvale, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Fidelity Investments
in Sunnyvale, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Financial Consultant - Sunnyvale, CA
Job Description:

Fidelity Investments' Racial Equity & Diversity Pledge
"Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman & CEO Fidelity Investments

It is time to explore new challenges in your career
With your outstanding integrity, we know that clients invest their trust in you. Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise We're Looking For
  • Previous success in sales
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Keen ability to present complex solutions or products to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one


The Purpose of Your Role
We 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. You provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Skills You Bring
  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Being coachable, collaborative, and curious are your "go to" attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, you take initiative and exceed customer expectations
  • Extensive knowledge of investment products


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