WoodlandRecruiter
the smart solution for Woodland jobs

Financial Consultant Program - Financial Representative - Berkeley, CA

Company: Fidelity Investments
Location: Berkeley
Posted on: June 24, 2018

Job Description:

You are committed to helping others succeed and passionate about delivering an outstanding client experience. Your ability to build relationships and educate clients has made you a natural sales-person. Come join a team that will value your contribution and invest in your future. Our Financial Consultant Program outlines the path to becoming a Financial Consultant in as little as five years and provides you with comprehensive training, unmatched professional development opportunities, and the top tools in the industry. Join Fidelity as a Financial Representative; your career in financial planning starts here!



The Expertise We're Looking For

Series 7 preferred (required within 6 months of hire)
Series 63 preferred (required within 90 days of passing the series 7 exam)
Banking, insurance, or financial experience is encouraged
A CFP is preferred; if you do not already have your CFP, our Tuition Reimbursement Program can help you with classes to obtain it!

The Purpose of Your Role

As a key member of the branch team, we depend on you to leave a positive and long-lasting impression on our valued customers. You are the first point of contact for our clients as they enter the branch. In addition to being the face of Fidelity, we depend on you to be diligent around compliance, process monetary transactions, and identify sales opportunities. All the while, you will be learning valuable skills to prepare you for your next role on the path to becoming a Financial Consultant.


The Skills You Bring
You have superb interpersonal and communication skills, and are eager to interact with our customers
An aptitude for sales to proactively uncover needs while interacting with our clients
You diligently pay attention to detail
Your strong prioritization skills
Ability to understand the perspectives of others, allowing you to build genuine relationships with others

The Value You Deliver
You are sensitive to the diverse needs of others and are passionate about providing solutions
Thoughtfully work to resolve transactional, informational and service needs at the front counter
Responsible for educating our clients on the numerous products and services available to them
By identifying customer needs, you partner with members of the branch team to introduce additional Fidelity products and services in order to retain and build Fidelity assets

How Your Work Impacts the Organization



Working in our Investor Center, you help to extend the reach of Fidelity's brand. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with great benefits. While you build 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. For information about working at Fidelity, visit FidelityCareers.com



Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, Woodland, Financial Consultant Program - Financial Representative - Berkeley, CA, Professions, Berkeley, California

Click here to apply!

Didn't find what you're looking for? Search again!


I'm looking for
in category
within


Other Professions Jobs


Shuttle Drivers - Drive for Lyft During Off Hours, Make up to $27/Hr - San Francisco
Description: What is Lyft Lyft matches drivers with passengers who request rides through the Lyft smartphone app.Signing up to be a Lyft driver is the perfect opportunity for you to set your own schedule and be your (more...)
Company: Lyft
Location: San Francisco
Posted on: 07/17/2018

Dedicated CDL-A Driver Position Available - $2000 Sign On Bonus [135]
Description: Hub Group Dedicated is in high demand for CDL-A drivers in the Fremont, CA area This local position offers a 2000 Sign On Bonus, and has multiple shift
Company: Hub Group Trucking
Location: San Lorenzo
Posted on: 07/17/2018

Dedicated Hiring CDL-A Truck Drivers-$2000 Sign On Bonus [337]
Description: Hub Group Dedicated is looking for CDL-A flatbed drivers in the Dublin, California area This is a local
Company: Hub Group Dedicated
Location: San Francisco
Posted on: 07/17/2018


Class A Local Delivery Driver - Home Daily!
Description: Ruan is now hiring in Richmond, CA About the Position:- Local Grocery Delivery- Home Daily- Morning Afternoon Shifts Available - Full TimeRuan is now hiring in Richmond, CA for drivers to support our (more...)
Company: Ruan
Location: Sausalito
Posted on: 07/17/2018

Forward Air, Inc. is looking for Cdla Ltl Team Owner Operator Truck Dr
Description: Cdla Ltl Team Owner Operator Truck Driver - Forward Air, Inc.Join the Leaders
Company: Forward Air, Inc.
Location: Oakland
Posted on: 07/17/2018

Forward Air, Inc. is looking for Cdla Ltl Team Owner Operator Truck Dr
Description: Cdla Ltl Team Owner Operator Truck Driver - Forward Air, Inc.Join the Leaders
Company: Forward Air, Inc.
Location: San Francisco
Posted on: 07/17/2018

Truck Driving Job CDL-A - Local + Home Daily
Description: HEARTLAND EXPRESS br br Local Driving Positions Northern, CA br br Are you ready to start a driving job that will get you home
Company: Heartland Express
Location: Elk Grove
Posted on: 07/17/2018

Dedicated CDL-A Driver - Local Home Daily - Shift Options [160]
Description: Hub Group Dedicated is now hiring CDL-A Company Drivers
Company: Hub Group Dedicated
Location: San Mateo
Posted on: 07/17/2018

Local Class A CDL Truck Drivers - Home Daily!
Description: ABOUT ROY MILLER FREIGHT LINES, LLC: Roy Miller Freight Lines, is an overnight LTL California only carrier who is currently hiring
Company: Roy Miller Freight
Location: West Sacramento
Posted on: 07/17/2018

Senior Information Security Analyst
Description: OverviewThe Senior Security Analyst performs several core functions for the enterprise. The first is the day-to-day operations of the in-place security solutions. The second is the identification, investigation (more...)
Company: San Francisco Health Plan
Location: San Francisco
Posted on: 07/17/2018

Log In or Create An Account

Username:
Password:
 

Forgot password?


Find us on Facebook

Find us on LinkedIn

Get the latest California jobs by following @recnetCA on Twitter!

Woodland RSS job feeds