PasadenaCARecruiter Since 2001
the smart solution for Pasadena jobs

Financial Advisor

Company: Fidelity Investments
Location: Pasadena
Posted on: October 12, 2019

Job Description:

We believe as a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We re Looking For

  • A college degree is encouraged yet not required
  • 1-3 years in financial services with an emphasis in customer service
  • Sales experience and knowledge of the financial markets and products
  • Strong social skills and the ability to deliver highly personalized service to each client
  • Thrive in a compliance driven, dynamic, and deadline driven environment
  • Ability to think creatively and be comfortable making decisions
  • A series 7 and series 63 license that are current and in good standing
  • You will obtain a series 65 license within 90 days of hireThe Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for handling client relationships and identifying sales opportunities. You will keep the Financial Consultants organized and ensure the daily work is executed with the client s needs top of mind. The Skills You Bring
    • You are able to drive targeted appointments that improve engagement with clients
    • You give specialized service and standout experiences to your clients
    • You are sales focused and knowledgeable about financial planning
    • You are known for your excellent communication skills both written and verbal
    • You have a vested interest in being an advocate for your clients
    • You are professional with a polished communication style compatible with high net worth clienteleThe Value You Deliver
      • You are key to the Fidelity relationship strategy
      • Deepening client relationships through long term mentorship
      • Collaborating with the Relationship Manager team company wide
      • Being responsible for the client contact strategy
      • Building long-lasting meaningful relationships with clientsHow Your Work Impacts the Organization Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.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 FidelityCareers.com.Fidelity Investments is an equal opportunity employer. Associated topics: commission, life insurance agent, life insurance sales, outside sales, retail, sales agent, sales associate, sales professional, sales representative, sell

Keywords: Fidelity Investments, Pasadena , Financial Advisor, Accounting, Auditing , Pasadena, California

Click here to apply!

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

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Senior Associate
Description: As a Senior Associate you will be responsible for conducting client engagements, meeting client needs and concerns, and assisting with projects as required. You will also be charged with preparing correspondence (more...)
Company: Hutchinson and Bloodgood
Location: Glendale
Posted on: 10/23/2019

Financial Controller
Description: The Company:World Energy, LLC is the second largest producer of biodiesel and renewal diesel in the US. The corporate office is located in Boston, MA. The Company has biodiesel plants in seven locations (more...)
Company: World Energy, LLC
Location: Paramount
Posted on: 10/23/2019

Bilingual Tax Professional - CPA - Remote
Description: Job DescriptionOverview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable (more...)
Company: Intuit
Location: Los Angeles
Posted on: 10/23/2019


Drive with Lyft - Set your own hours and cash out when you want.
Description: What is Lyft br Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to br be a Lyft driver is the perfect opportunity for you to set your own schedule (more...)
Company: Lyft
Location: Topanga
Posted on: 10/23/2019

Senior Vice President Consumer E-Commerce (based in NYC)
Description: Based in NYC- The SVP Consumer E Commerce, B2C Ecommerce Digital is a key leadership position that will develop and execute the strategic Ecommerce direction for the organization. -- This position is (more...)
Company: Vida Group International
Location: Los Angeles
Posted on: 10/23/2019

First Year Tax Professional
Description: br Do you have a passion for helping people and solving problems Are you constantly seeking knowledge and interested in a career where you'll work hard during tax season, and have the remainder of (more...)
Company: H&R BLOCK
Location: Anaheim
Posted on: 10/23/2019

Real Estate Acquisitions Associate - Private Equity Fund
Description: We are working with a Real Estate Consulting and Private equity fund that is looking for a Real Estate Acquisitions Associate to join their growing
Company: CarterPierce, LLC
Location: Los Angeles
Posted on: 10/23/2019

Long Beach Accounting Tutor Jobs
Description: Long Beach Accounting Tutor Jobs Varsity Tutors has students in Long Beach looking for Accounting tutoring. Varsity Tutors is a live learning platform that connects tutors with
Company: Varsity Tutors
Location: Beverly Hills
Posted on: 10/23/2019

Tax Professional
Description: br Tax Professional br Seeking experienced seasonal Tax Preparers eager to serve clients with diverse tax needs, generate business growth, and advance their tax knowledge. br We offer competitive (more...)
Company: H&R BLOCK
Location: Thousand Oaks
Posted on: 10/23/2019

Cash Accountant
Description: Responsibilities: Bank account reconciliations for multiple cash accounts and restaurant brands utilizing the bank rec module in Sage 300 as well as Excel spreadsheets. Access bank websites and download (more...)
Company: WKS Restaurant Group
Location: Los Angeles
Posted on: 10/23/2019

Log In or Create An Account

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

Pasadena RSS job feeds