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Fidelity Investments

Financial Consultant

Fidelity Investments

Old Mountain View, Mountain View, CA, USA
Full-TimeDepends on ExperienceEntry LevelBachelors
Job Description

Working 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!

Where is this job?
This job is located at Old Mountain View, Mountain View, CA, USA
Job Qualifications
  • Series 65 and/or 66 and state registrations required within 3 months of hire

  • Experience with High Net Worth clients

  • A CFP is preferred

Required Skills
  • Documentation

  • Time Management

  • FINRA Series 7

  • Series 63

Soft Skills
  • Communication

  • Multitasking

  • Problem Solving

  • Process Improvement

  • Goal-Driven

Additional Information
Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedAugust 11th, 2020
Apply BeforeFebruary 28th, 2021
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About Fidelity Investments

Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

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