Financial Consultant - Sonoma/Napa, CA **Remote opportunity
Company: Fidelity Investments
Location: Sonoma
Posted on: April 9, 2021
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Job Description:
Job Description:We have a new and exciting opportunity for a
Remote Financial Consultant in the beautiful Sonoma or Napa, CA
area! The position is fully remote and requires you reside in
Sonoma or Napa, CA area and may require driving to the branch in
Marin as needed. We offer virtual interviewing and on boarding, as
well as access to our virtual training and support. Full access to
work from home capabilities to support our clients remotely.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 strategiesThe 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 itThe Purpose--of Your RoleWe 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
needsThe 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 investmentsHow Your Work
Impacts--the OrganizationWorking 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!Certifications:Series 07 -
FINRACompany OverviewAt 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 associates for
their unique perspectives and experiences. Find your Fidelity at
fidelitycareers.com.Fidelity Investments is an equal opportunity
employer.Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to complete the application or
interview process. Please email us at accommodations @fmr.com or
800-835-5099, prompt 2, option 2 if you would like to request an
accommodation.We welcome those with experience in jobs such as
Billing and Posting Clerk, Financial Analyst, and Accounting
Assistant and others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Vallejo , Financial Consultant - Sonoma/Napa, CA **Remote opportunity, Accounting, Auditing , Sonoma, California
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