Jim Accepted a Position at Fidelity

Jim was offered and accepted a position with Fidelity Investments in Santa Monica.

The role Jim accepted is an Investment Representative role.  The investment representative:

• deals one-on-one with customers on a broad range of investment issues. The Investments Representative is supported by our innovative technology, a wide variety of investment products, and a dedicated management team. This position also participates in branch seminars and sales campaigns, works with reactive and proactive sales contacts, and partners with Financial Planning Consultants on client/prospect business opportunities.

Jim is excited for this role (beyond being just excited to have a job).  He's excited for the experience and he is excited to have a lot of mobility with Fidelity.  Plus, Jim's office will be in Santa Monica which is just 10 minutes from their place in Venice (Jim could even bike to work along the ocean every day).

Jim starts on February 24.