Current jobs related to Wealth Management Specialist - San Jose, California - Fidelity Investments
-
Wealth Management Associate
2 weeks ago
San Jose, California, United States Beacon Pointe Advisors Full timeAssociate Wealth AdvisorWe are seeking a highly skilled and motivated individual to join our team as an Associate Wealth Advisor in our San Jose, CA office. As a key member of our team, you will be responsible for providing exceptional client service, assisting in investment management, and supporting the administrative aspects of client service.Key...
-
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...
-
Wealth Management Associate
4 weeks ago
San Jose, California, United States Bank of America Full timeJob Title: Wealth Management Client AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Client Associate to join our team at Bank of America. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.Key...
-
Wealth Management Advisor
2 weeks ago
San Jose, California, United States Fidelity Investments Full timeJob Description:Are you a financial professional looking for a new challenge? Do you have a passion for helping clients achieve their financial goals? We have an exciting opportunity for a Wealth Management Consultant to join our team at Fidelity Investments.Fidelity is a leading provider of financial services, and we're committed to helping our clients...
-
Senior Wealth Management Associate
2 weeks ago
San Jose, California, United States Beacon Pointe Advisors Full timeJob Title: Senior Wealth Management AssociateAbout the Role:We are seeking a highly skilled and motivated individual to join our team as a Senior Wealth Management Associate. As a key member of our team, you will be responsible for providing exceptional client service, assisting in investment management, and supporting the daily operations of our wealth...
-
Private Wealth Investment Management Specialist
2 weeks ago
San Francisco, California, United States Bank of America Full timeJob Title: Private Wealth Investment Management SpecialistJob Summary: We are seeking a highly skilled Private Wealth Investment Management Specialist to join our team at Bank of America. As a key member of our Wealth Management team, you will be responsible for defining the investment management philosophy for our clients and delivering a full range of...
-
Account Specialist
4 weeks ago
San Diego, California, United States Atria Wealth Solutions Full timeAccount SpecialistAtria Wealth Solutions, Inc. is a leading wealth management solutions provider seeking a skilled Account Specialist to join our team. As an Account Specialist, you will play a critical role in ensuring the smooth operation of our financial services.Key Responsibilities:Review and process new account information to ensure accuracy and...
-
Senior Wealth Management Associate
1 week ago
San Jose, California, United States Beacon Pointe Advisors Full timeJob Title: Senior Wealth Management AssociateJob Summary: We are seeking a highly skilled and motivated individual to join our team as a Senior Wealth Management Associate. As a key member of our advisory team, you will be responsible for providing exceptional client service, managing client relationships, and contributing to the growth and success of our...
-
Account Specialist
1 week ago
San Diego, California, United States Atria Wealth Solutions Full timeAccount SpecialistAtria Wealth Solutions, Inc. is a leading wealth management solution holding company focused on delivering innovative financial advice to financial professionals, institutions, and clients.As an Account Specialist, you will play a critical role in empowering financial institutions and independent financial professionals with sophisticated...
-
Account Specialist
2 weeks ago
San Diego, California, United States Atria Wealth Solutions Full timeAccount SpecialistAtria Wealth Solutions, Inc. is a leading wealth management solutions holding company. We are seeking a highly skilled Account Specialist to join our team.Key Responsibilities:Review and process new account information to ensure accuracy and completeness.Manage account maintenance updates and daily work items within the Unio and ZenDesk...
-
Financial Wealth Strategist
2 weeks ago
San Bernardino, California, United States Ironclad Wealth Partners Full timeAbout UsWe are a dedicated team of financial professionals committed to helping individuals, families, and businesses achieve financial security through education and tailored strategies. Our mission is to build wealth, create a movement of financial professionals, and turn that wealth into positive impact. We are passionate about mentoring future leaders in...
-
Senior Wealth Management Advisor
1 week ago
San Jose, California, United States Beacon Pointe Advisors Full timeWe are seeking a highly skilled Associate Financial Adviser to join our team at Beacon Pointe Advisors in San Jose, CA.Key Responsibilities:Assist in client advisory, investment management, and administrative aspects of client service.Work directly with Senior Wealth Advisors and a talented team of wealth management professionals.Communicate with clients and...
-
Private Wealth Investment Management Specialist
2 weeks ago
San Francisco, California, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of...
-
San Francisco, California, United States Bank of America Full timeJob SummaryMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Private Wealth Investment Management Specialist, you will play a critical role in defining the Financial Advisor(s) and/or Advisor Team(s) overall investment management...
-
Morgan Wealth Management Advisor
2 weeks ago
San Jose, California, United States JPMorganChase Full timeAbout the RoleWe are seeking a highly motivated and experienced Private Client Advisor to join our Wealth Management team at JPMorganChase. As a Private Client Advisor, you will be responsible for providing comprehensive financial planning and advice to individuals and families, helping them achieve their financial goals and objectives.Key...
-
Wealth Strategist
2 weeks ago
San Jose, California, United States Fidelity Investments Full timeJob DescriptionAre you a skilled professional looking to make a meaningful impact in the financial industry? We're seeking a talented Wealth Strategist to join our team at Fidelity Investments.The RoleAs a Wealth Strategist, you will work closely with clients to understand their financial goals and develop personalized investment plans to help them achieve...
-
Equity Trader Specialist
2 weeks ago
San Diego, California, United States Atria Wealth Solutions Full timeJob Title: Equity Trader SpecialistAtria Wealth Solutions, a leading wealth management solutions holding company, is seeking an experienced Equity Trader Specialist to join our team. As a key member of our trading desk, you will be responsible for executing stock orders, providing market information, and ensuring seamless trading operations.Key...
-
Wealth Management Client Associate
2 weeks ago
San Jose, California, United States Bank of America Full timeJob Title:Registered Wealth Management Client AssociateJob Summary:As a Registered Wealth Management Client Associate, you will play a critical role in providing exceptional client service and support to our Financial Advisors and their clients. This is an exciting opportunity to join a dynamic team and contribute to the success of our clients and the...
-
Equity Trader Specialist
4 weeks ago
San Diego, California, United States Atria Wealth Solutions Full timeAbout the RoleAtria Wealth Solutions is seeking a skilled Equity Trader Specialist to join our team. As an Equity Trader Specialist, you will be responsible for executing stock trades, providing market information, and ensuring the accuracy of trade executions.Key ResponsibilitiesExecute stock trades in a timely and accurate mannerProvide market information,...
-
Financial Operations Specialist
2 weeks ago
San Diego, California, United States Atria Wealth Solutions Full timeAccount Specialist Role SummaryAtria Wealth Solutions, Inc. is a leading wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. We are seeking a highly skilled Account Specialist to join our team.The ideal candidate will have a...
Wealth Management Specialist
2 months ago
Fidelity Investments is seeking a skilled Wealth Management Specialist 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 and maintain strong relationships with clients, understanding their financial needs and goals.
- Develop and implement comprehensive financial plans, recommending investment solutions and strategies to meet clients' objectives.
- Stay up-to-date on market trends and industry developments, applying this knowledge to provide expert advice to clients.
- Collaborate with colleagues to share best practices and ensure seamless delivery of services to clients.
- Meet or exceed sales and revenue targets, driving business growth and expansion.
- FINRA Series 7 & 63 licenses, with Series 65 or 66 licenses and relevant state registrations (or ability to acquire upon hire).
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
- Excellent analytical and problem-solving skills, with the ability to think critically and make informed decisions.
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
- Strong business acumen, with a deep understanding of financial markets and investment products.
- A competitive base salary, with opportunities for bonus and variable compensation.
- A comprehensive benefits package, including health insurance, retirement plans, and paid time off.
- Professional development opportunities, including training and education programs to enhance your skills and knowledge.
- A dynamic and supportive work environment, with a focus on collaboration and teamwork.
- The chance to work with a leading financial services company, making a positive impact on clients' lives.
