Financial Planning Consultant

2 weeks ago


San Jose, California, United States Fidelity Investments Full time
Job Overview

Fidelity 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 Responsibilities
  • Build strong relationships with clients, understanding their needs and preferences
  • Develop and implement comprehensive financial plans, incorporating investment strategies and solutions
  • Collaborate with cross-functional teams to deliver exceptional client experiences
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and best practices
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Previous success in building relationships, uncovering needs, and recommending solutions
  • 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
What We Offer
  • A competitive total rewards package, including a stable base salary and bonus potential
  • A comprehensive benefits program, including health, dental, and vision coverage, as well as 401(k) matching
  • Opportunities for professional growth and development, including training and education programs
  • A dynamic and supportive work environment, with a focus on collaboration and teamwork
About Fidelity Investments

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

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.



  • San Jose, California, United States Fidelity Investments Full time

    Job 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...


  • San Jose, California, United States Fidelity Investments Full time

    Job 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...


  • San Jose, California, United States Fidelity Investments Full time

    Job 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...


  • San Jose, California, United States Fidelity Investments Full time

    Job 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...


  • San Francisco, California, United States Fidelity Investments Full time

    Job 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 Consultant

    2 weeks ago


    San Jose, California, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a skilled Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a key role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their...

  • Financial Consultant

    4 weeks ago


    San Jose, California, United States Fidelity TalentSource LLC Full time

    Job SummaryWe are seeking a highly 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 advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesBuild and maintain strong relationships with...


  • San Jose, California, United States Experis Full time

    Financial Analyst RoleWe are seeking a skilled Financial Analyst to support our client in the financial industry. As a Financial Analyst, you will be responsible for developing and implementing financial concepts for financial planning and control.Key Responsibilities:Develop and interpret financial models to determine present and future financial...

  • Financial Consultant

    2 weeks ago


    San Jose, California, United States Fidelity Investments Full time

    Unlock 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 TalentSource LLC Full time

    Job Description:We are seeking a highly skilled Financial Consultant to join our team at Fidelity Investments. As a key member of our Investor Center, you will engage face-to-face with clients, providing personalized guidance and planning to help them achieve their financial goals.The Purpose of Your RoleAs a Financial Consultant, you will be responsible for...


  • San Jose, California, United States Fidelity Investments Full time

    pbJob 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,...


  • San Jose, California, United States Raymond James Financial Incorporated Full time

    Job SummaryWe are seeking a highly skilled Retirement Plan Administrator to join our team at Raymond James Financial Incorporated. As a key member of our administration team, you will be responsible for overseeing the day-to-day administration of a select group of qualified retirement and health reimbursement plans.Key ResponsibilitiesOversee plan design,...


  • San Diego, California, United States Corebridge Financial Full time

    We are seeking a highly motivated and experienced Financial Advisor to join our team at Corebridge Financial. As a Financial Advisor, you will be responsible for providing personalized retirement and financial planning experiences for our customers and their families.You will meet with existing and prospective clients to plan their financial future,...


  • San Diego, California, United States Root Financial Partners Full time

    About Root Financial PartnersRoot Financial Partners is a rapidly growing Registered Investment Advisory (RIA) firm dedicated to helping individuals achieve their financial goals. Our mission is to provide exceptional financial planning and investment management services, guided by a human-first approach that prioritizes our clients' needs and...


  • San Diego, California, United States Root Financial Partners Full time

    Company OverviewRoot Financial Partners is a rapidly growing Registered Investment Advisor (RIA) dedicated to empowering individuals to achieve their financial goals. Our mission is to provide exceptional financial planning and investment services, guided by a human-first approach that prioritizes clients' needs and aspirations.Role SummaryWe are seeking a...


  • San Diego, California, United States Root Financial Partners Full time

    Unlock Your Potential as a Lead Financial AdvisorAt Root Financial Partners, we're on a mission to empower individuals to achieve their most cherished financial goals. As a Lead Financial Advisor, you'll play a pivotal role in creating positive financial outcomes for our clients.Key Responsibilities:Collaborate with our founder to develop and implement...


  • San Jose, California, United States New York Life Insurance Company Full time

    About New York Life Insurance CompanyNew York Life Insurance Company is a leading provider of life insurance and financial services. We have been helping people put love into action for over 175 years.Role OverviewThis is a full-time on-site role as a Financial Professional at New York Life Insurance Company located in San Jose, CA. As a Financial...


  • San Jose, California, United States Saviance Technologies Full time

    Financial Planning AnalystJoin our team at Saviance Technologies as a Financial Planning Analyst, where you will play a crucial role in driving business growth and success. As a key member of our finance team, you will be responsible for analyzing financial data, developing forecasts, and providing insights to inform business decisions.Key...


  • San Jose, California, United States PayPal Holdings, Inc. Full time

    Financial Analyst Role at PayPalWe are seeking a highly skilled Financial Analyst to join our Consumer Finance team at PayPal. In this role, you will play a crucial part in supporting financial planning and reporting processes across the Consumer Business Unit.This is a varied and challenging role that requires strong analytical and problem-solving skills....


  • San Jose, California, United States Fidelity TalentSource LLC Full time

    Job Description:Are you looking for a career that allows you to build meaningful relationships with clients and help them achieve their financial goals? As a Financial Consultant at Fidelity, you will have the opportunity to work with a stable industry leader and a business model with an existing client base and institutional feeders of business. Our team is...