Current jobs related to Investments Operations Consultant - San Antonio - Fidelity Investments
-
Investment Operations Specialist
2 weeks ago
San Jose, California, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled and motivated Investment Operations Consultant to join our team at Fidelity Investments. As an Investment Operations Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert guidance and support in investment planning and management.Key...
-
Investment Operations Specialist
2 weeks ago
San Francisco, California, United States Fidelity Investments Full timeAbout the RoleFidelity Investments is seeking a highly skilled Investment Operations Specialist to join our team. As a key member of our operations team, you will be responsible for ensuring the smooth execution of investment transactions and providing exceptional customer service to our clients.Key ResponsibilitiesManage and maintain accurate records of...
-
Financial Consultant
2 weeks ago
San Francisco, California, United States Fidelity Investments Full timeAbout the RoleFidelity Investments is seeking a highly skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for providing expert financial planning and investment advice to our clients. You will work closely with clients to understand their financial goals and develop personalized investment strategies to help...
-
Financial Consultant
2 weeks ago
San Francisco, California, United States Fidelity Investments Full timeAbout the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing personalized financial planning and investment solutions to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial goals and...
-
San Francisco, California, United States CPP Investments Full timeAbout CPP InvestmentsCPP Investments is a global investment management organization that invests the funds of the Canada Pension Plan (CPP) to ensure long-term sustainability. With assets under management valued in excess of $500 billion, we are one of the most respected and fastest-growing institutional investors in the world.Job DescriptionWe are seeking...
-
Financial Consultant
2 weeks ago
San Francisco, California, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment planning and guidance.Key ResponsibilitiesBuild and maintain strong relationships with clients to...
-
San Francisco, California, United States CPP Investments Full timeAbout CPP InvestmentsCPP Investments is a global investment management organization that invests the funds of the Canada Pension Plan (CPP) to ensure long-term sustainability. With assets under management valued in excess of $500 billion, we are one of the most respected and fastest-growing institutional investors in the world.Job DescriptionWe are seeking...
-
Wealth Management Consultant
2 weeks ago
San Jose, California, United States Fidelity Investments Full timeAbout the RoleFidelity Investments is seeking a skilled Wealth Management Consultant to join our team. As a Wealth Management Consultant, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve their objectives.Key ResponsibilitiesDevelop and implement comprehensive investment...
-
Investment Consultant
1 month ago
San Jose, California, United States Fidelity TalentSource LLC Full timeJob Description:Fidelity Investments is a leading financial services company that empowers individuals to achieve their financial goals. As an Investment Consultant, you will play a critical role in helping clients make informed investment decisions that align with their values and objectives.The Purpose of Your Role:You will work closely with clients to...
-
Financial Consultant
2 weeks ago
San Jose, California, United States Fidelity Investments Full timeUnlock Your Potential as a Financial ConsultantFidelity Investments is seeking a talented Financial Consultant to join our team. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals.About the RoleThis is an exciting opportunity to work with a stable...
-
Financial Consultant
2 weeks ago
San Jose, California, United States Fidelity Investments Full timepbJob Description:/b/ppbrbrAt Fidelity Investments, we're seeking a skilled bFinancial Consultant/b to join our team. As a Financial Consultant, you will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand./ppbrbrbThe Purpose of Your Role/b/ppbrbrWorking in our Investor Center,...
-
Financial Planning Consultant
2 weeks ago
San Francisco, California, United States Fidelity Investments Full timeJob Title: Financial Planning ConsultantAre you looking for a challenging and rewarding career in financial planning? Do you have a passion for helping individuals and families achieve their financial goals? We are seeking a highly motivated and experienced Financial Planning Consultant to join our team at Fidelity Investments.About the RoleAs a Financial...
-
Financial Planning Consultant
2 weeks ago
San Jose, California, United States Fidelity Investments Full timeJob Title: Monetary Strategy and Planning ConsultantAre you a skilled financial professional looking for a new challenge? Do you have a passion for helping clients achieve their financial goals? We are seeking a highly motivated and experienced Monetary Strategy and Planning Consultant to join our team at Fidelity Investments.About the RoleAs a Monetary...
-
Financial Planning Consultant
2 weeks ago
San Jose, California, United States Fidelity Investments Full timeJob Title: Financial Planning ConsultantAre you looking for a challenging and rewarding career in financial planning? Do you have a passion for helping individuals and families achieve their financial goals? We are seeking a highly motivated and experienced Financial Planning Consultant to join our team at Fidelity Investments.About the RoleAs a Financial...
-
Portfolio Specialist
2 weeks ago
San Francisco, California, United States Allspring Global Investments Full timeAbout Allspring Global InvestmentsAllspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted...
-
Investment Consultant with Expertise
2 weeks ago
San Diego, California, United States Northwestern Mutual Full timeUnlock Your Potential as an Investment ConsultantAt Northwestern Mutual, we're committed to helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. As an Investment Consultant, you'll play a key role in building long-term relationships with clients, understanding their unique needs,...
-
Financial Planning Consultant
2 weeks ago
San Jose, California, United States Fidelity Investments Full timeJob OverviewFidelity Investments is seeking a skilled Financial Planning Consultant to join our team. As a key member of our Investor Center, you will engage with clients to provide personalized financial planning and guidance, helping them achieve their long-term goals.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding...
-
Financial Planning Consultant
2 weeks ago
San Jose, California, United States Fidelity Investments Full timeJob OverviewFidelity Investments is seeking a skilled Financial Planning Consultant to join our team. As a key member of our Investor Center, you will engage with clients, providing personalized guidance and planning to help them achieve their financial goals.Key ResponsibilitiesBuild strong relationships with clients, understanding their needs and...
-
Business Development Consultant
3 weeks ago
San Francisco, United States Allspring Global Investments Full timeElevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and...
-
Financial Planning Consultant
2 weeks ago
San Jose, California, United States Fidelity Investments Full timeJob OverviewFidelity Investments is a leading financial services company that empowers individuals and businesses to achieve their financial goals. We are seeking a highly skilled Financial Planning Consultant to join our team.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their unique needs and...
Investments Operations Consultant
3 months ago
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
- Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Being coachable, collaborative, and curious are your "go to" attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, you take initiative and exceed customer expectations
- Extensive knowledge of investment solutions
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 designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding
The Value You Deliver- Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
- Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
- You have a steadfast commitment to your clients while making a positive impact in the community
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Financial Analyst, and Home Buyer s Consultant and others in the Accounting and Finance to apply.