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<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $59,000 - $74,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Investment Consultant - Sunnyvale, CA

Investment Consultant - San Jose, CA

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>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</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Palo Alto, CA

<p><b>ABOUT GREYSTAR</b></p><p><b>​</b>Greystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates over $315 billion of real estate in <b>250 markets globally</b> with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages <b>more than</b><b> 1,000,000 units/beds globally</b>, and has a robust institutional investment management platform comprised of more than $78 billion of assets under management, including over $36 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit <a href="http://www.greystar.com" target="_blank">www.greystar.com</a>.</p><p><b><br>JOB DESCRIPTION SUMMARY</b></p>The Sales Executive is responsible for supporting marketing, leasing and occupancy/revenue objectives for Canvas by delivering activities related to leasing to new residents and renewals of existing residents. These include qualifying leads, arranging community tours and unit viewings and completing the requisite resident administration to secure the lease.<p><b>JOB DESCRIPTION</b></p><p>Key Role Responsibilities:</p><ul><li>Works as part of a team, supporting and respecting other team members to deliver exceptional resident living</li><li>Responds to all incoming sales enquiries in a timely manner in line with set targets</li><li>Initiates proactive outbound contact to convert lead generation and existing database contacts as above.</li><li>Actively understands, updates and improves knowledge of community, amenities, units and local area features.</li><li>Ensures all data capture systems and details of contact are updated in an accurate and timely manner as required.</li><li>Plans and organises daily activities to maximise the time to achieve targeted leasing numbers</li><li>Converts prospects and leads into viewing appointments and bookings to achieve targeted leasing numbers.</li><li>Supports all communities including cross selling based upon potential resident requirements.</li><li>Follows up on receipt of required documentation, contract returns and processes payments.</li><li>Manages cancellations in line with targets, and can negotiate a compromise where required</li><li>Undertakes marketing activities to promote the property and monitors competitor activity</li><li>Supports on site activity such as property tours, events and renewals as required</li><li>Periodically lead morning huddles with the broader Sales team</li><li>Ensure the accuracy of our advertised content (online/marketing materials etc), making use of our knowledge of the assets and regular use of platforms</li><li>Triage non-sales enquiries and ensure they are managed in a professional manner</li></ul><p>Organisational Responsibilities:</p><ul><li>Follows established policies and procedures by monitoring and ensuring compliance with regulatory requirements, organisational standards, and operational processes related to area(s) of responsibility and reporting violations or infractions to appropriate individual(s).</li><li>Demonstrates appropriate safe behaviours in accordance with Company, property, and departmental policies, procedures, and standards by immediately reporting any mechanical or electrical equipment malfunctions, employee/visitor/resident injuries or accidents, or other safety issues to appropriate individual(s).</li><li>Identifies areas for improvement, offers suggestions to improve efficiency and productivity, and implements ideas that achieve operational excellence.</li><li>Keeps abreast of current changes in technology, processes, and standards within the industry and area(s) of responsibility by attending internal and external training classes.</li></ul><p>Role Scope: </p><ul><li>This role reports to the UK Senior Sales Manager, Student</li><li>This role will support other Greystar brands during peaks of activity as required</li><li>This role will be based on site or in Head Office as required, and may at times be required to work from other sites according to business needs.</li></ul><p>Key Relationships:</p><ul><li>Community Managers and Community Teams.</li><li>Sales, Marketing, Regional Operations Managers</li><li>Corporate Support Teams including HR, Finance, Systems &amp; Capital Projects.</li><li>Prospective residents</li><li>Agent &amp; 3rd Party Partners</li></ul><p><b>About You</b></p><p>Knowledge &amp; Qualifications:</p><ul><li>Good level of general education evidencing literacy and numeracy</li><li>Proficient in the use of Microsoft office packages including Word, Excel and Outlook as well as other systems such as databases/ booking systems, e.g. Salesforce is desirable</li></ul><p>Experience &amp; Skills:</p><ul><li>Excellent customer service skills and experience in a sales role in a similar world-class accommodation/hospitality/leisure or reservations/membership environment.</li><li>The ability to influence, adapt at pace and be motivated by exceeding customer service and sales targets</li><li>Evidence of organisation skills with the ability to multi task and prioritise whilst maintaining a high level of accuracy and attention to detail</li><li>Culturally aware and able to adapt relationship building, communications and negotiation skills to suit audience.</li><li>A team player who is evidently approachable and welcoming</li><li>Proactive with a can do attitude and an ability to act autonomously, taking decisions and/or action when required.</li><li>Proficient at using online and web tools/resources for gathering and presenting research and information</li><li>Fluent English verbal and written communication skills</li><li>Additional language skills are desirable</li></ul><p>Behaviours &amp; Values:</p><ul><li><b>Integrity </b>- We will stay true to the highest ethical standards and principles, and be honest, trustworthy, and humble in all of our words and actions.</li><li><b>Respect </b>- We will accept and value our individual differences and show genuine consideration for the thoughts, needs, and ideas of others.&nbsp; We value and encourage a work/life balance.</li><li><b>Accountability </b>- We will take responsibility and accept ownership for our words, actions, tasks, and results, and respectfully hold others to the same standard.</li><li><b>Professionalism </b>- We will proudly present a positive, dignified, and business-like image at all times through our appearance, behaviour, and interactions with others.</li><li><b>Teamwork</b> - We will work together to accomplish goals, solve problems, and enrich our work environment.</li><li><b>Service </b>- We will make service our top priority by giving our time, knowledge, and experience to serve the needs of our customers, community, and team members.</li></ul>

14 Sales Jobs in Mountain View, CA, USA