Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

Develop customized financial plans, recommend investment solutions, and support clients in making informed investment decisions. Engage existing clients and warm leads, conduct one-on-one appointments, build relationships, identify financial goals, and refer clients to wealth management partners when appropriate. Use Fidelity planning tools and investment product knowledge to deliver personalized guidance and follow-up support.

Build and manage client relationships in Fidelity’s Investor Center by providing personalized investment planning, recommending financial solutions, expanding client assets, and delivering an exceptional customer experience. The role involves face-to-face client engagement, presenting complex investment strategies, meeting results-oriented goals, and leveraging Fidelity’s training and existing client base.

Engage clients face-to-face in an Investor Center, provide personalized financial planning and investment guidance, build relationships, uncover needs, recommend solutions, and expand client assets. The role requires strong investment knowledge, client communication skills, regulatory licensing or the ability to obtain required licenses, and a commitment to customer success.

Engage face-to-face with Investor Center clients, provide personalized financial planning and investment guidance, build trusted relationships, recommend investment solutions, and expand client assets. The role involves presenting complex financial strategies, delivering excellent customer experiences, meeting business results, and leveraging Fidelity’s training, resources, and existing client base.

Develop customized financial plans, recommend investment solutions, and help clients make informed investment decisions. The role serves existing clients and warm leads, conducts one-on-one planning appointments, builds relationships through proactive outreach, and refers clients to wealth management partners. Candidates should understand investment products, communicate effectively, and hold or obtain required FINRA licensing.

Engages face-to-face with investment clients, provides personalized financial guidance, recommends investment strategies, builds client relationships, and expands client assets. The role involves presenting complex financial solutions, delivering strong customer experiences, and leveraging Fidelity’s existing client base and resources. Series 7 and Series 66 licensing, state registrations, investment knowledge, relationship-building ability, and client-focused communication are required or expected.

Leads advanced estate and financial planning for high-net-worth clients and their advisors. Provides expertise in estate planning, wealth transfer, wills and trusts, income taxation, and succession planning. Supports advisor training, regional business development, and thought leadership while collaborating with Fidelity’s Advanced Planning team. The role is client-facing, remote with regional travel, and requires Series 7 and 66 licensing.

Lead sourcing, diligence, and investment recommendations for mid-to-late-stage venture growth opportunities in the semiconductor and technology hardware sectors. Build relationships with founders, co-investors, and internal investment teams; perform financial modeling and valuation analysis; review deal terms, coordinate legal documentation, and support portfolio companies as needed.

The Director of Prime Trading will manage client relationships, oversee daily trading operations, analyze risk and margin activities, and coordinate trading support. The role requires strong market awareness and effective communication within teams.