Financial Consultant (Compton)

Fidelity Investments in Compton, CA

  • Industry: Financial Services - Banking/Investment/Finance - Securities Broker
  • Type: Full Time
  • $77,265.00 - 156,700.00
position filled

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 strategies

The 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 it

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. 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 needs

The 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 investments

How Your Work Impacts the Organization

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!

Company Overview

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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

We welcome those with experience in jobs such as Accounts Receivable Clerk, Bilingual Customer Service, and Accounting Assistant and others in the Accounting and Finance to apply.

Associated topics: buy, dow jones, equity, financial, fund, ira, investor, risk, securities broker, s p

You may be interested in these similar jobs!
Senior human resources business partner (Hawthorne)
GreatCall in Hawthorne, CA

POSITION : Senior Human Resources Business Partner DEPARTMENT : Human Resources & Organizational Development (140) REPORTING SUPERVISOR : Director, A…

Read More
Psychiatrist-Onsite (Long Beach)
t-psychiatry in Long Beach, CA

We are looking for a Psychiatrist in CA for an outpatient in person job. 40hrs/week, Starts in Feb, 2019, Quick credentialing. No call and No weekend…

Read More
Oracle ASCP Consultant (Anaheim)
NexInfo Solutions in Anaheim, CA

Position: Oracle ASCP Location: Foster City, CA Requirement: Client need strong experience on Demantra (Demand Planning), Supply Chain Planning,…

Read More
Psychiatrist for VA Facility (Long Beach)
t-psychiatry in Long Beach, CA

We are looking for Psychiatrists with any state license for a VA outpatient facility in CA. 40hrs/week, 6 months assignment with a chance of being ex…

Read More
Permanent Psychiatry Physician in California (Irvine)
Archway Physician Recruitment in Irvine, CA

Psychiatry physician job in California : **Psychiatry opening in Imperial Valley, CA** * ***Imperial Valley, CA*** - population of 180,000+ people * …

Read More
Urology Physician in California (Compton)
Weatherby Healthcare in Compton, CA

Urology physician job in California : Weatherby Healthcare is currently seeking a Urology Physician in CA We have an opportunity in California for a …

Read More
Psychiatry Child Physician in California (Westminster)
VISTA Staffing Solutions in Westminster, CA

Psychiatry Child physician job in California : VISTA has a wonderful locum opportunity for you in Child/Adolescent Psychiatry! Location: California D…

Read More
Psychiatry Physician in California (Lakewood)
VISTA Staffing Solutions in Lakewood, CA

Psychiatry physician job in California : Outpatient Adult Psychiatry, full-time. Location: Santa Cruz, California Duration: Ongoing while hiring Boar…

Read More
Family Practice Physician in California (Cerritos)
Weatherby Healthcare in Cerritos, CA

Family Practice physician job in California : Weatherby Healthcare is currently seeking a Family Practice Physician in CA We have an opportunity in C…

Read More
Looking For A Math Tutor In Compton. in Compton, CA

Compton family needs a part-time tutor for Math. Associated topics: astrometry, biochemistry, dna, geoscience, materials chemistry, mathematical, mat…

Read More