Current jobs related to Financial Consultant - Thousand Oaks - Fidelity Investments
-
Investment Consultant
1 week ago
Thousand Oaks, California, United States LPL Financial Full timeExciting Career Opportunity as an Investment Consultant with LPL Financial Join the Investment Program at LPL Financial as an Investment Consultant. In collaboration with a leading financial institution, you will provide a comprehensive suite of financial solutions to clients within the community. Key Responsibilities: Developing a robust client...
-
Financial Consultant
4 months ago
Thousand Oaks, United States Fidelity Investments Full timeWorking 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 Financial Consultant, Customer Experience, Financial, Consultant, Technology
-
Financial Services Advisor
1 week ago
Thousand Oaks, California, United States Firefighters First Credit Union Full timeAbout Us:For over 88 years, we have been dedicated to building trustworthy connections within our firefighting community. These relationships form the cornerstone of our credit union, which stands as the largest firefighter-exclusive credit union in the nation, boasting over $2.0B in assets and serving more than 50,000 members across 1,000 fire...
-
Personal Banker
2 months ago
Thousand Oaks, United States Firefighters First Credit Union Full timeFor over 88 years, we have worked to create trusting relationships with our fire family. The bonds we build are the foundation of our credit union. As the largest, exclusive firefighter credit union in the nation with over $2.0B in assets, we serve over 50,000 members in more than 1,000 fire departments. Are you ready to empower firefighters and their...
-
Personal Banker
4 weeks ago
Thousand Oaks, United States Firefighters First Credit Union Full timeFor over 88 years, we have worked to create trusting relationships with our fire family. The bonds we build are the foundation of our credit union. As the largest, exclusive firefighter credit union in the nation with over $2.0B in assets, we serve over 50,000 members in more than 1,000 fire departments. Are you ready to empower firefighters and their...
-
Personal Banker
3 months ago
Thousand Oaks, United States Firefighters First Credit Union Full timeJob DescriptionJob DescriptionFor over 88 years, we have worked to create trusting relationships with our fire family. The bonds we build are the foundation of our credit union. As the largest, exclusive firefighter credit union in the nation with over $2.0B in assets, we serve over 64,000 members in more than 1,000 fire departments. Are you ready to empower...
-
Experienced Personal Banker- Oaks Banking Office
3 weeks ago
Oaks, United States Wsfs Financial Full timeJob DescriptionSchedule: Monday - Friday 8 AM - 6 PM, Saturday 9 AM - 1 PM WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them regarding their financial needs, and recommend the appropriate products and...
-
Sr Associate, Clinical Contracts
2 weeks ago
Thousand Oaks, United States Randstad Life Sciences US Full timeImmediate opportunity for three (3) remote, Sr Associates, Clinical Contracts & Budgets. The Sr Associate, Clinical Contracts & Budgets provides clinical site contracting services to clinical study teams to support study start up and conduct activities. Pay Range: Market rate depending on education and experiencePosition Length: 1 yr. contract position;...
-
Sr Associate, Clinical Contracts
5 days ago
thousand oaks, United States Randstad Life Sciences US Full timeImmediate opportunity for three (3) remote, Sr Associates, Clinical Contracts & Budgets. The Sr Associate, Clinical Contracts & Budgets provides clinical site contracting services to clinical study teams to support study start up and conduct activities. Pay Range: Market rate depending on education and experiencePosition Length: 1 yr. contract position;...
-
Manager, Transformation Analytics
1 month ago
Thousand Oaks, United States Amgen Full timeHOW MIGHT YOU DEFY IMAGINATION? Youve worked hard to become the professional you are today and are now ready to take the next step in your career. How will you put your skills, experience and passion to work toward your goals? At Amgen, our shared missionto serve patientsdrives all that we do. It is key to our becoming one of the worlds leading...
-
Design Studio Specialist
15 hours ago
Thousand Oaks, California, United States Williams-Sonoma Full timeAbout the RoleWe are seeking a highly skilled and motivated Design Studio Specialist to join our team at Williams-Sonoma. As a Design Studio Specialist, you will play a key role in enhancing the quality of our customers' lives at home by providing exceptional customer service and design expertise.Key ResponsibilitiesUtilize design expertise to assist clients...
-
HVAC Project Management Specialist
4 days ago
Thousand Oaks, California, United States EMCOR Government Services Full timeCompany Overview: EMCOR Government Services is a premier provider of mechanical and electrical construction and facilities management services, specializing in planning, consulting, and operational maintenance.Position Title: Mechanical HVAC Project ManagerKey Responsibilities:Prepare financial forecasts on a quarterly basis and provide monthly updates,...
-
HVAC Project Management Specialist
1 week ago
Thousand Oaks, California, United States EMCOR Government Services Full timeCompany Overview: EMCOR Government Services is a prominent entity within the mechanical and electrical construction sector, offering a comprehensive range of facilities services, including strategic planning, consulting, and operational maintenance.Position Title: Mechanical HVAC Project ManagerKey Responsibilities:Prepare and manage quarterly financial...
-
HVAC Project Management Specialist
4 days ago
Thousand Oaks, California, United States EMCOR Government Services Full timeCompany Overview: EMCOR Government Services is a premier provider of mechanical and electrical construction and facilities services, specializing in planning, consulting, and operations and maintenance. Our HVAC mechanical services division is dedicated to delivering comprehensive solutions for preventative maintenance, repair, and system upgrades to ensure...
-
HVAC Project Management Specialist
4 days ago
Thousand Oaks, California, United States EMCOR Government Services Full timeCompany Overview: EMCOR Government Services is a premier provider of mechanical and electrical construction and facilities services, offering comprehensive solutions that include planning, consulting, and operational maintenance.Position Title: Mechanical HVAC Project ManagerKey Responsibilities:Develop and maintain quarterly financial forecasts and provide...
-
Retail Operations Leader
1 week ago
Thousand Oaks, California, United States Tempur Sealy Full timeAbout Tempur Sealy:Tempur Sealy is dedicated to enhancing the sleep quality of individuals globally, every night. As a premier designer, manufacturer, distributor, and retailer of bedding solutions, we understand the significance of restful sleep for overall health and well-being.Our Legacy:With over a century of expertise and industry-leading innovation, we...
-
Home Loan Thousand Oaks
3 weeks ago
Thousand Oaks, United States Golden 1 Credit Union Full timeHome Loan Thousand Oaks - Home Loan Advisor - External Location: 125 N Moorpark Rd, Thousand Oaks, CA 91360, USA Job Title: Home Loan Advisor - External Department: Home Loans Production Status: Non-Exempt Job Code: 3101 Pay Scale: $16.00 - $16.00 Hourly General Description: The Home Loan Advisor - External will proactively solicit new residential mortgage...
-
Sr Associate Clinical Contracts
2 weeks ago
Thousand Oaks, United States Randstad Life Sciences Full time $40 - $70Job DescriptionJob DescriptionA global Pharmaceutical company that harnesses the best of biology and technology to fight the world’s toughest diseases, and make people’s lives easier, fuller and longer. We discover, develop, manufacture and deliver innovative medicines to help millions of patients. Our investment in research and development has yielded a...
-
Director, DC Aggregator Market Operations
3 weeks ago
Thousand Oaks, California, United States SEI1GLOBAL Full timeAt SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. What you will do:You will help us grow our existing CIT business through development and implementation of our DC aggregator market...
-
Sr Manager, Field Effectiveness
2 months ago
Thousand Oaks, United States Amgen Full timeHOW MIGHT YOU DEFY IMAGINATION? If you feel like youre part of something bigger, its because you are. At Amgen, our shared missionto serve patientsdrives all that we do. It is key to our becoming one of the worlds leading biotechnology companies. We are global collaborators who achieve togetherresearching, manufacturing, and delivering ever-better...
![Fidelity Investments](https://media.trabajo.org/img/noimg.jpg)
Financial Consultant
2 months ago
Job Description:Financial ConsultantIf 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.
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
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 ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree 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 oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’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 onboardingThe Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $55,000
- $75,000 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.Certifications:Certified Financial Planner ® / CFP-®
- Issuing Authority, Series 07
- FINRA, Series 66
- FINRACompany 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 Accountant, Billing, Cost, and Rate Clerk, and Bilingual Customer Service and others in the Accounting and Finance to apply.