Financial Planner (Oceanside)

Fidelity Investments in Oceanside, CA

  • Industry: Financial Services - Banking/Investment/Finance - Securities Broker
  • Type: Full Time
  • $71,970.00 - 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 Staff Accountant, Billing and Posting Clerk, and Field Client Relationship Manager and others in the Accounting and Finance to apply.

Associated topics: annuities, bond, broker, broker dealer, brokerage, commodities, invest, market, purchase, stock

You may be interested in these similar jobs!
Supplier Quality Engineer (Carlsbad)
Verify Incorporated in Carlsbad, CA

4 hours a day Supplier Management - Production Planner for customer new product launch at the supplier Space grade materials.

Read More
Caltrans in Oceanside, CA

Job Description and Duties Under the general direction of a Senior Transportation Planner, the Associate Transportation Planner is the lead pers…

Read More
Solutions Architect, Container Security (Escondido)
QUALYS in Escondido, CA

Responsibilities: Work closely with the field sales (TAMs) to make the customer accounts successful, by providing technical expertise of the containe…

Read More
Construction Planner II (Murrieta)
Tech Providers in Murrieta, CA

* Position- Construction Planner II Location- Foothill Ranch, CA Duration- 9 months Plus Job Description: * Constructs, builds, repairs, and inspec…

Read More
The Los Angeles County Internal Services Department in Temecula, CA

Description of your duties/job experiences and scope of responsibilityD. Employment start and end date E. Hours worked per week F. Supervisor Na…

Read More
CA - Construction Planner I
Objectwin Technology in Oceanside, CA

Job Description:Title: CA - Construction Planner ILocation: Oceanside, CA 92056Duration: 12 months ContractDescription: CONSTR: Constructs, builds, r…

Read More
Branch Service Specialist, Part-time 32 Hours, Oceanside, CAu
MUFG in Oceanside, CA

Branch Service Specialist, Part-time 32 Hours, Oceanside, CA* Requisition # 10033233-WD* Job Type Day* Location Oceanside, California* Brand* Date Po…

Read More
CAFETERIA COOKS in the Oceanside, CA Area
Decton Staffing Services in Oceanside, CA

CAFETERIA COOKS in the Oceanside, Ca AreaOceanside, CALooking for?Experienced Cafeteria COOKS?to work in the Oceanside, CA area.COOKS will be cooking…

Read More
Caltrans in Vista, CA

Job Description and Duties Will Consider Environmental Planner (Natural Sciences) Please reference PARF 31-0-041 . Standard State application…

Read More
CA - Construction Planner II (San Marcos)
Tech Providers in San Marcos, CA

Job Title: Construction Planner II Job Location: Foothill Ranch, CA Project Duration: 12+ Months contract position with a very good chances of exte…

Read More