Investment Consultant

5 days ago


Santa Barbara, California, United States Fidelity TalentSource LLC Full time
About the Role

We are seeking a highly skilled Investment Consultant to join our team at Fidelity TalentSource LLC. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.

Key Responsibilities
  • Develop and Implement Financial Plans: Work with clients to understand their financial objectives and develop customized financial plans that meet their needs.
  • Provide Investment Guidance: Utilize Fidelity's planning and guidance tools to present and implement investment solutions that best meet the client's needs.
  • Build and Maintain Client Relationships: Foster strong relationships with clients by providing exceptional customer service and proactive outreach.
  • Stay Up-to-Date on Industry Developments: Stay current on industry trends and developments to provide the most effective investment advice and guidance to clients.
Requirements
  • Series 7 & 63 Licensed: Must be licensed to sell securities and have a strong understanding of investment products.
  • Series 65 or 66 and State Registrations: Preferred, but ability to acquire quickly upon hire.
  • Degree and/or Professional Certifications: Helpful, but not required. Fidelity's Tuition Reimbursement program can help you obtain a degree or professional certification.
What We Offer

Fidelity TalentSource LLC offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. 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.

About Fidelity TalentSource LLC

Fidelity TalentSource LLC is a leading provider of financial services. We have a relentless commitment to our clients and a stable industry leadership position. We empower professional flexibility, growth, and support, enabling long-term success for our clients and associates.



  • Santa Barbara, California, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a highly skilled Investment Consultant to join our team in the Investor Center. As an Investment Consultant, you will play a critical role in developing customized financial plans for our clients using a wide range of products and services.Key ResponsibilitiesFinancial Planning: Effectively utilize Fidelity's...


  • Santa Barbara, California, United States Covenant Trust Full time

    About UsAt Covenant Trust Company, we are dedicated to making a positive impact in the lives of families and institutions through our comprehensive trust services. Our offerings include investment management, financial planning, and estate planning solutions. Since our establishment in 1988, we have been committed to assisting our clients in achieving their...


  • Santa Barbara, California, United States Fidelity TalentSource LLC Full time

    About the RoleWe are seeking a highly skilled Investment Consultant to join our team at Fidelity TalentSource LLC. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and Implement Financial Plans: Work with clients to...


  • Santa Monica, California, United States Northwestern Mutual Santa Monica Full time

    Job OverviewAre you skilled in listening and adept at crafting effective, data-driven strategies? We are on the lookout for a financially savvy individual eager to enter the financial services sector. Our ideal entry-level financial advisor is passionate about nurturing long-term client relationships and possesses a keen interest in financial analytics,...


  • Santa Barbara, California, United States Fidelity TalentSource LLC Full time

    Financial ConsultantAre you passionate about fostering client relationships and crafting detailed financial strategies? At Fidelity TalentSource LLC, we offer a unique opportunity to work with an established clientele, allowing you to focus on delivering exceptional service rather than seeking new clients. Our model provides access to unparalleled...

  • Investment Consultant

    2 weeks ago


    Santa Monica, California, United States EFC Wealth Management Firm Full time

    Elevate Your Career as a Financial Planning Specialist at EFC Wealth Management FirmAre you prepared to enhance your professional journey and significantly influence the financial well-being of individuals? Envision being part of a firm where your development is nurtured through guidance, and where a supportive culture and work-life harmony are essential to...


  • Santa Barbara, California, United States STAR of CA Full time

    Job Title: Board Certified Behavior AnalystAbout the Role:We are seeking a highly skilled and experienced Board Certified Behavior Analyst (BCBA) to join our team at STAR of CA. As a BCBA, you will play a critical role in providing behavioral services to children and families in our community.Key Responsibilities:Develop and implement behavioral treatment...


  • Santa Barbara, California, United States Palo Alto Networks Full time

    About the RoleWe are seeking a highly skilled and experienced Cybersecurity Solutions Consultant to join our team at Palo Alto Networks. As a key member of our sales team, you will be responsible for providing technical leadership and expertise to our customers in understanding their security transformation journey.Key ResponsibilitiesMeet and exceed sales...


  • Santa Monica, California, United States Griffin Gaming Partners Full time

    About Griffin Gaming PartnersGriffin Gaming Partners stands at the forefront of venture capital, specializing in the dynamic global gaming industry. Our firm is dedicated to supporting founders and nurturing the gaming ecosystem, leveraging extensive experience in investment, advisory, and operational roles. With over $1 billion in assets under management,...


  • Santa Monica, California, United States Griffin Gaming Partners Full time

    Company OverviewGriffin Gaming Partners stands at the forefront of venture capital, dedicated exclusively to the dynamic gaming industry. With a robust portfolio exceeding $1 billion in assets, we pride ourselves on our founder-centric approach and our deep commitment to fostering innovation within the gaming sector.Position SummaryWe are seeking a talented...

  • Financial Advisor

    5 days ago


    Santa Barbara, California, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a highly skilled and motivated Financial Consultant to join our team. As a Financial Consultant, you will play a critical 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...


  • Santa Monica, California, United States Monroe Capital Corporation Full time

    Monroe Capital Corporation is seeking qualified candidates to join its investment team in a dynamic role focused on underwriting and managing investments for our private credit funds.Key Responsibilities:Evaluate potential investment opportunities through comprehensive analysis of offering documents, industry insights, financial statement scrutiny, and...

  • Financial Consultant

    16 hours ago


    Santa Monica, California, United States Fidelity TalentSource LLC Full time

    Job Overview:Fidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment planning and wealth management services.Key Responsibilities:Build and maintain strong relationships with clients...


  • Santa Monica, California, United States QuadReal Full time

    About QuadReal Property GroupQuadReal Property Group is a global real estate investment, operating, and development company headquartered in Vancouver, British Columbia. Its assets under management total $77.6 billion. From its foundation in Canada as a full-service real estate operating company, QuadReal has expanded its capabilities to invest in equity and...


  • Santa Clarita, California, United States Raymond James Financial Services Full time

    At Raymond James Financial Services, we innovate, collaborate, decide, deliver, and enhance together.Raymond James Financial Services is a premier independent investment firm providing exceptional investment solutions and services to individuals seeking tailored strategies for their wealth management objectives.Lead Wealth Management ConsultantWhat is the...


  • Santa Paula, California, United States Bank of America Full time

    Position Overview:The role of an Investment Solutions Advisor Trainee focuses on guiding clients through their financial journeys. As part of a dynamic team, you will engage with clients to understand their financial aspirations and provide tailored solutions.Location:This position encompasses various locations within the Los Angeles region, providing...


  • Santa Barbara, California, United States Fidelity TalentSource LLC Full time

    Financial ConsultantAre you passionate about fostering relationships and crafting detailed financial strategies? At Fidelity TalentSource LLC, we offer a unique opportunity to work with an established clientele, allowing you to focus on what you do best. Our model supports your professional development and provides a robust foundation for your...


  • Santa Barbara, California, United States Fidelity TalentSource LLC Full time

    Financial ConsultantFor those who value the art of relationship management and the intricacies of financial planning over the pursuit of new clientele, consider a role with Fidelity TalentSource LLC. Our model equips you with a robust client portfolio and exceptional institutional resources, setting the stage for unparalleled success in the financial sector....


  • Santa Barbara, California, United States Fidelity TalentSource LLC Full time

    Financial ConsultantFor those who excel in cultivating relationships and devising comprehensive financial strategies rather than pursuing new clientele, consider a role with Fidelity TalentSource LLC, a prominent player in the financial services sector. Our operational model equips you with a robust client portfolio and exceptional institutional business...


  • Santa Barbara, California, United States MNS Engineers Full time

    Job Title: Project Engineer at MNS EngineersMNS Engineers, Inc. (MNS) is a dynamic and growing infrastructure consulting firm located in California. With multiple offices throughout the state, the company focuses on construction management, civil engineering, and surveying services. Backed by a management team and Long Point Capital, MNS is on a trajectory...