Top 7 Fidelity investments Jobs in San Francisco, Ca

Investment Consultant - Marin, CA
Fidelity Investments —Larkspur, CA
- $59,000 - $74,000 a year
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
- Loan repayment program
- Health insurance
7d
Financial Consultant - Berkeley, CA
Fidelity Investments —Berkeley, CA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Health insurance
14d
Client Support Specialist - Greater San Francisco, CA area (REMOTE)
Fidelity Investments —San Francisco, CA
- $44,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Residential
- Loan repayment program
- Health insurance
Director, Private Equity Investments – Semiconductor & Technology Hardware
Fidelity Investments —San Francisco, CA
- $150,000 - $250,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
- Loan repayment program
- Health insurance
Wealth Management Senior Relationship Manager - Sacramento, CA Area
Fidelity Investments —Walnut Creek, CA
- $79,000 - $153,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Loan repayment program
- Health insurance
Director, Prime Trading
Fidelity Investments —San Francisco, CA
- $103,000 - $211,000 a year
- Full-time
- 7 years
- Office
- Finance
- Loan repayment program
- Health insurance
Benefits Senior Associate, Health & Welfare Consulting
Fidelity Investments —San Francisco, CA
- $80,000 - $153,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Loan repayment program
- Health insurance

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Client Support Specialist - Greater Columbus, OH Area (REMOTE)
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Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions…

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Investment Consultant - Marin, CA

Fidelity Investments -
Larkspur, CA

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Job Details

Full-time
$59,000 - $74,000 a year
7 days ago

Benefits

Loan repayment program
Health insurance
Tuition reimbursement
Paid time off
Parental leave

Qualifications

Customer communication
Investment management advisory services
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
Interpersonal skills and ability to grow relationships are exemplary
Will take initiative and exceed expectations
Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $59,000 - $74,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Refine Your Search

fidelity investments jobs in san francisco, ca

Investment Consultant - Marin, CA

Financial Consultant - Berkeley, CA

Client Support Specialist - Greater San Francisco, CA area (REMOTE)

Director, Private Equity Investments – Semiconductor & Technology Hardware

Wealth Management Senior Relationship Manager - Sacramento, CA Area

Director, Prime Trading

Benefits Senior Associate, Health & Welfare Consulting

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