Edelman Financial Engines jobs in Los Angeles, CA

Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques. The Expertise We're Looking For * We ask that you have sales experience in the financial service industry * We require a Series 7 & 63 and will allow study time to obtain the Series 66 & Insurance licenses within 6 months of hire * CFP certification preferred The Purpose of Your Role Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books. The Skills You Bring * Your planning skills and in-depth knowledge of financial product offerings * You are confident in front of an audience of any size and have impressionable public speaking skills * Your unparalleled desire to coach and impact others' results * You are an approachable leader with the ability to effortlessly influence others The Value You Deliver * Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement * Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles * You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices * Leading by example and demonstrating organized preparation and effective follow up skills * Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions How Your Work Impacts the Organization Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities. The base salary range for this position is $124,000 - $140,000 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales Support

This job requires you to live in the Los Angeles area, as you will be working in-person on local client campuses in Santa Monica, Torrance, Long Beach & Irvine 4-5 days a week. The Role The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved. Specific responsibilities include: * Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person * Apply the Fidelity Relationship Model during participant interactions * Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions * Conduct ongoing engagement planning with plan sponsors * Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs * Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership The Expertise and Skills You Bring * 3 years of financial services experience required; BA required * Series 7 and 66 required (or S63/S65) * 1-2 years of customer facing experience preferred * Life & Annuity Certification optional * Demonstrated familiarity with Financial Planning Concepts * Demonstrated planning experience preferred * Demonstrated ability to independently problem solve/prepare for new challenges * Willingness to engage in complex conversations with a clear call to action * Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients * Willingness to travel (up to 75%) The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. * Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. * Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide. * Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life. Joining WEPA means that you will: * UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors * GROW in your skills to deliver more, world-class planning and education experiences for our participants * WIN on behalf of our clients, our participants and Fidelity Company 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 Best Place to Work in 2023. 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. We invite you to Find Your Fidelity at fidelitycareers.com The base salary range for this position is $85,000 - $121,000 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales

Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity'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 onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA Category: Customer Service

Your role Are you a people Person? Do you want the chance to experience a very diverse and exciting area of the business, learning how to meet the needs of wealthy clients? We're looking for someone like this to: * Gain valuable insight into different areas of the business * Work on strategic projects that have real impact on clients * Build an understanding of our industry, culture, and strategy * Establish a network of mentors and business contacts * Attend educational and social events that provide exposure to senior leadership. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Ideally enrolled in a two or four year college or university In particular, you have: * Ideally a 3.2+ GPA * A balanced resume which includes solid academic performance and campus involvement * A genuine interest in developing a career in the Wealth Management industry. You are: * Positive with a can do approach * It doesn't matter what you're studying (you don't need to be a financial guru), We would like to see if you can: * Analyze a problem and come up with ideas and make a decision. * Show good judgement * Plan, organize and make things happen * Communicate well and work within a team Have you participated in teams sports? Organized a volunteer project? Taken a challenging class and aced it? Join Us We're truly a global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: * Assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals * Develop customized asset allocation strategies and investment solutions for clients * Provide support for client relationship building and business development activities * Perform business analytics as needed to support financial advisors in the growth of the business * Analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change Detailed salary information: * Newport Beach: the salary range for this role is $70000 to $92000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Series 7 and 66 licenses * Ideally 5+ years of experience in client service, within the finance sector * Bachelor's or master's degree, or equivalent, focusing on finance * Excellent communicator, with top-notch interpersonal skills * Analytical and logical (you can solve problems like nobody's business) * Team player About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * 1-3 years in financial services with an emphasis in providing an excellent customer experience * Planning experience and knowledge of financial markets and products * Strong social skills and the ability to deliver highly personalized service to each client * Ability to find success in a dynamic, deadline driven, and detailed compliance environment * Ability to think creatively and be comfortable making decisions with the support of your team * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind. The Skills You Bring * You are able to facilitate setting targeted appointments that improve engagement with clients * You are client oriented and bring great perspective on financial planning * You have a vested interest in being an advocate for your clients * You are professional with a polished communication style compatible with high net worth clientele * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity'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 onboarding! The Value You Deliver * You are key to the Fidelity relationship strategy * Deepening client relationships through long term mentorship * Collaborating with the Relationship Manager team company wide * Being responsible for the client contact strategy * Building long-lasting meaningful relationships with clients The base salary range for this position is $61,000 - $80,000 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Relationship Management

Your role As a Regional Sales Manager within the West Region team, you will act as a strategic partner to our 5 Markets in the West Region. You will be responsible for driving operational excellence, enabling business strategy execution, and managing front-to-back processes across the region. You will collaborate closely with senior stakeholders across the West to the execute strategic initiatives including integration programs, regulatory deliverables, and business transformation. Key Responsibilities: increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution * develop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources * host Monthly Advisor meetings and provide tactical ideas, sales commentary, and highlight product offerings and pipelines; Support book segmentation and reviews to bolster client acquisition and retention efforts * understand and distribute ideas, advice on product specific areas e.g., Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, Annuities * prepare sales materials e.g., presentations, campaign content, and product updates and coordinate Advisor/Field Leader meetings, attending as needed * handle profiling, lead identification, follow-up activity, and maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteria Detailed salary information: * Los Angeles: the salary range for this role is $225000 to $275000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 5+ years relevant industry experience (Sales, Business Mgmt., COO, and/or consulting experience) * understanding of Sales workflows, WM business and risk management, and regulatory frameworks. * excellent analytical, communication, and stakeholder management skills. * experience with audit, regulatory engagement, and operational risk frameworks. * ability to work independently and influence local and global senior stakeholders * partnership approach with a high degree of collaboration * self-motivated and passionate about the client experience, with solid presentation skills * understanding of bank/financial services operational processes and product knowledge as big asset * ability to identify, articulate and escalate issues / risks to your line manager timely * proactive, critical thinker with a collaborative personality * strong planner focused on organization and details, with no problem delivering against tight deadlines * strong understanding of the wealth management business * the National Sales team is geographically diverse with a concentration of tri-state area-based employees * Series 7/66 or 7/63/65 and 9/10 required * role may require travel to different local branch offices About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For * Customer service, phone, or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring * Superb interpersonal skills and passion to engage with clients * An aptitude to assess client needs and identify opportunities * Remarkable attention to detail and ability to prioritize * Organizational skills to manage multiple tasks * Being coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity'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 onboarding! The Value You Deliver * A key member of the team, you are offering support to Fidelity's most valuable clients daily * By identifying leads and making effective introductions, you are directly impacting the success of the branch * Your efforts will be valued by clients and you will find working with those clients a rewarding experience * As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team The base salary range for this position is $45,000 - $70,000 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA Category: Customer Service

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Detailed salary information: * Century City: the salary range for this role is $55000 to $65000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * Ideally 2+ years of experience in client service, within the finance sector * Bachelor degree preferred, focusing on finance * Excellent communicator, with solid interpersonal skills * Detail oriented * Proficient in Microsoft Office Suite About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

Job Description:Financial Consultant If 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. 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 Role Working 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 For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire 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 The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity'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 onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

Your role Are you a motivated self-starter? Can you take an assignment and run with it? If you're ready to dive into a fast-paced, client-focused work environment, an internship may be the right fit for you. We welcome interns to become a part of our team. You will work with our experts and learn about the industry, our clients and our firm. This is an opportunity to gain valuable insight, develop new skills, and establish a network of mentors and business contacts. You'll leave with a lot more than a job listing on your resume. * work on projects that have real impact on clients * support our team of wealth management experts * attend presentations by WMA leaders to help you understand our industry, culture and strategy * gain product knowledge from internal and external partner sessions to support your team * plan team marketing events and material * assist with the responsibilities of running an entrepreneurial business model Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise Your expertise * ideally enrolled in a two or four year college or university. In particular, you have: * a balanced resume which includes solid academic performance and campus involvement * a genuine interest in developing a career in Wealth Management You are: * positive with a can-do approach It doesn't matter what you're studying (you don't need to be a financial guru). But we'd like to see evidence that you can: * analyze a problem, come up with ideas and make a decision * show good judgment * plan, organize and make things happen * communicate well and work within a team Have you participated in teams sports? Organized a volunteer project? Taken a challenging class and aced it? Think about your achievements and how they match the skills we're after. About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

This job requires you to live in the Los Angeles area, as you will be working in-person on local client campuses in Santa Monica, Torrance, Long Beach & Irvine 4-5 days a week. The Role The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved. Specific responsibilities include: * Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person * Apply the Fidelity Relationship Model during participant interactions * Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions * Conduct ongoing engagement planning with plan sponsors * Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs * Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership The Expertise and Skills You Bring * 3 years of financial services experience required; BA required * Series 7 and 66 required (or S63/S65) * 1-2 years of customer facing experience preferred * Life & Annuity Certification optional * Demonstrated familiarity with Financial Planning Concepts * Demonstrated planning experience preferred * Demonstrated ability to independently problem solve/prepare for new challenges * Willingness to engage in complex conversations with a clear call to action * Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients * Willingness to travel (up to 75%) The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. * Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. * Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide. * Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life. Joining WEPA means that you will: * UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors * GROW in your skills to deliver more, world-class planning and education experiences for our participants * WIN on behalf of our clients, our participants and Fidelity Company 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 Best Place to Work in 2023. 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. We invite you to Find Your Fidelity at fidelitycareers.com The base salary range for this position is $85,000 - $121,000 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales

Your role Are you truly service oriented? Do you know how to take care of people? Can you anticipate next steps? We're looking for a Registered Client Associate: * support client advisors in delivering exceptional client service and experience * be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc. * assist with account opening, onboarding, due diligence and monitoring activities * support with documentation for client meetings, business trips, investment proposals and the like * collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements Detailed salary information: * Irvine: the salary range for this role is $60000 to $70000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * series 7 and 66 licenses. * ideally 2+ years of experience in client service, within the finance sector * Collaborative in nature with a proactive mindset and willingness to lead * excellent communicator, with solid interpersonal skills * detail oriented (nothing gets past you) * proficient in Microsoft Office Suite About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

This job requires you to live in the Los Angeles area, as you will be working in-person on local client campuses in Santa Monica, Torrance, Long Beach & Irvine 4-5 days a week. The Role The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved. Specific responsibilities include: * Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person * Apply the Fidelity Relationship Model during participant interactions * Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions * Conduct ongoing engagement planning with plan sponsors * Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs * Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership The Expertise and Skills You Bring * 3 years of financial services experience required; BA required * Series 7 and 66 required (or S63/S65) * 1-2 years of customer facing experience preferred * Life & Annuity Certification optional * Demonstrated familiarity with Financial Planning Concepts * Demonstrated planning experience preferred * Demonstrated ability to independently problem solve/prepare for new challenges * Willingness to engage in complex conversations with a clear call to action * Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients * Willingness to travel (up to 75%) The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. * Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. * Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide. * Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life. Joining WEPA means that you will: * UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors * GROW in your skills to deliver more, world-class planning and education experiences for our participants * WIN on behalf of our clients, our participants and Fidelity Company 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 Best Place to Work in 2023. 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. We invite you to Find Your Fidelity at fidelitycareers.com The base salary range for this position is $85,000 - $121,000 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales

Your role We're looking for a Registered Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Detailed salary information: * Seal Beach: the salary range for this role is $65000 to $85000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * series 7 and 66 licenses (for registered CSAs only) * ideally 3+ years of experience in client service, within the finance sector * bachelor degree preferred, focusing on business * excellent communicator, with solid interpersonal skills * detail oriented (nothing gets past you) * proficient in Microsoft Office Suite About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Financial Consultant If 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. 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 Role Working 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 For * Previous success in building relationships, uncovering needs and recommending solutions * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * 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 The Skills You Bring * Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions * Being coachable, collaborative, and curious are your "go to" attributes * Committed to delivering an outstanding customer experience with a passion for seeing others thrive * Motivated by results and finding solutions, you take initiative and exceed customer expectations * Extensive knowledge of investment solutions Our Investments in You Fidelity'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 onboarding! The Value You Deliver * Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals * Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future * Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills * You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA Category: Sales

Your role Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry? UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning services members approved for DOD SkillBridge will be considered We're looking for a Registered Client Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Detailed salary information: * Seal Beach: the salary range for this role is $65000 to $75000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * must pass SIE and Series 66 licenses during the SkillBridge trainee period (for registered CSAs only) * ideally 3+ years of experience in client service, within the finance sector * bachelor degree preferred, focusing on business * excellent communicator, with solid interpersonal skills * detail oriented (nothing gets past you) * proficient in Microsoft Office Suite At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services. Only transitioning armed service members approved for DOD SkillBridge will be considered. During your SkillBridge assignment you will continue to be an active service member and shall not be an employee of UBS. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Job Description:Financial Consultant If 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. 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 Role Working 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 For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire 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 The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity'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 onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRACategory:Sales

Job Description:Financial Consultant If 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. 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 Role Working 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 For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire 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 The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity'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 onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales