Wealth Strategist
2 days ago
As a Wealth Planner at Fidelity Investments, you will have the opportunity to work with clients to help them achieve their financial goals. This role requires a strong understanding of financial planning and investment strategies, as well as excellent communication and interpersonal skills.
Key Responsibilities- Develop and implement comprehensive financial plans for clients
- Provide investment advice and guidance to clients
- Build and maintain strong relationships with clients
- Stay up-to-date on industry trends and developments
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations
- Previous experience in financial planning or a related field
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment
Fidelity Investments is a leading financial services company that offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. We also offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
Why Join UsAt 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.
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Wealth Strategist
1 month ago
San Francisco, California, United States Edward Jones Full timeUnlock Your Potential as a Wealth StrategistAt Edward Jones, we're committed to helping our clients achieve their financial goals. As a Wealth Strategist, you'll play a critical role in delivering personalized advice and solutions to our clients. If you're passionate about financial planning and have a strong analytical mind, this could be the perfect...
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Senior Wealth Strategist
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San Francisco, California, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.With over 130 years of financial experience and a...
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Senior Wealth Strategist
2 weeks ago
San Francisco, California, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.We remain true to our enduring principles of...
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Senior Wealth Strategist
2 weeks ago
San Francisco, California, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.With over 130 years of financial experience and a...
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Senior Wealth Strategist
4 weeks ago
San Francisco, California, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.We remain true to our enduring principles of service, expertise,...
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Wealth Strategist
2 days 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...
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Senior Wealth Strategist
2 weeks ago
San Francisco, California, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we are committed to providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.We take pride in our enduring principles of service, expertise, and...
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Financial Wealth Strategist
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Senior Wealth Strategist
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San Francisco, California, United States HSBC Full timeUnlock Your Wealth PotentialAt HSBC, we're committed to helping high net worth individuals and families achieve their financial goals. As a Senior Wealth Planner, you'll play a critical role in advising clients on wealth and generational planning needs, working closely with Relationship Managers and Investment Counsellors to provide exceptional client...
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Senior Portfolio Strategist
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San Francisco, California, United States First Citizens Bank Full timeJob Title: Senior Portfolio StrategistAt First Citizens Bank, we are seeking a highly skilled Senior Portfolio Strategist to join our team. As a key member of our Wealth Management group, you will be responsible for managing high net worth client relationships and providing expert investment advice.Key Responsibilities:Develop and implement investment...
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Senior Portfolio Strategist
3 weeks ago
San Francisco, California, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Portfolio Strategist to join our team at First Citizens Bank. As a key member of our Wealth Management group, you will be responsible for providing expert investment advice and portfolio management services to our high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive...
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Senior Portfolio Strategist
1 month ago
San Francisco, California, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled Senior Portfolio Strategist to join our team at First Citizens Bank. As a key member of our Wealth Management group, you will be responsible for providing expert investment advice and portfolio management services to our high net worth clients.Key ResponsibilitiesPortfolio Strategy: Develop and implement customized...
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Verticals Marketing Strategist
2 weeks ago
San Francisco, California, United States Citizens Full timeJob SummaryCitizens is seeking a highly skilled Verticals Marketing Strategist to lead marketing efforts for our key verticals: Private Equity and Venture Capital, Innovation Economy, Commercial Real Estate, and other emerging industries. The ideal candidate will develop and execute comprehensive marketing plans that drive growth and enhance our brand...
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Ultra High Net Worth Wealth Strategist
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Wealth Strategist
24 hours ago
San Jose, California, United States Fidelity Investments Full timeJob DescriptionAre you a skilled professional looking to deepen relationships and create complex financial plans? Do you have a passion for empowering clients to reach their retirement goals? We invite you to join our team at Fidelity Investments, a leading financial services company with a mission to strengthen the financial well-being of our clients.The...
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Head of Capital Markets Strategist
3 days ago
San Francisco, California, United States Jobot Full timeJob Title: Head of Capital MarketsAt Jobot, we're seeking a seasoned professional to lead our capital-raising initiatives for renewable energy issuers. As the Head of Capital Markets, you'll be responsible for developing and executing investor outreach strategies, cultivating relationships with key stakeholders, and expanding distribution channels through...
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Lifecycle Marketing Strategist
3 weeks ago
San Francisco, California, United States Dovetail Full timeAbout the RoleWe're seeking a highly skilled Lifecycle Marketing Lead to join our team at Dovetail. As a key member of our marketing team, you'll be responsible for developing and executing a comprehensive lifecycle marketing strategy that drives user growth, revenue, and retention.Key ResponsibilitiesDevelop a data-driven lifecycle marketing plan that...
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Corporate Development Manager
3 weeks ago
San Francisco, California, United States FalconX Full timeAbout FalconXFalconX is the leading digital asset platform for institutions, providing trade execution, credit & treasury management, prime offering, and market making services. With a global presence and industry-leading technology, we have facilitated client transactions of $1 trillion in volume. Our products and services are regulated, compliant, and...
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Corporate Development Director
2 weeks ago
San Francisco, California, United States FalconX Full timeAbout FalconXFalconX is a leading digital asset platform for institutions, providing trade execution, credit & treasury management, prime offering, and market making services. With a global presence and industry-leading technology, we have facilitated client transactions of $1 trillion in volume. Our products and services are regulated, compliant, and...
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Director of Brand Strategy
3 days ago
San Francisco, California, United States Bio-Rad Laboratories Full timeJob Title: Director of Brand StrategyAt Bio-Rad Laboratories, we are seeking a highly skilled Director of Brand Strategy to lead the development of innovative brand marketing strategies that align with our business objectives and resonate with our target customer segments.Key Responsibilities:Develop and implement Bio-Rad's brand objectives, governance, and...