PhiladelphiaRecruiter Since 2001
the smart solution for Philadelphia jobs

Financial Consultant - King of Prussia, Lancaster Region

Company: Fidelity Investments
Location: King Of Prussia
Posted on: May 24, 2020

Job Description:

Job Description:Financial ConsultantReady to meet the needs of your clients in a whole new way?Are you open to being a remote member of a team that is responsible for growing the business through innovation and world class service?The Purpose of Your RoleYou will be responsible for engaging the local territory of King of Prussia, Lancaster Area, PA.-- You will be provided best-in-class technology for a Full Home Office to work remotely at full capacity so that you can focus on cultivating relationships with an existing client base.---- Your keen business development skills are key to providing the appropriate investment solutions to local area clients and help expand the acquisition of new customers.-- As a remote branch employee, you will work primarily out of your home office and engage with customers locally, at an establishment of their choosing (i.e. at customer's house, workplace, restaurants, etc.).--The Expertise We're Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and state registrations required within 3 months of hireA CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe Skills You BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clienteleRemarkable knowledge of investment productsAbility to effectively work independently in an assigned territory and successfully grow the business through identified opportunitiesCollaborating virtually with multiple business partners through the use of video technology allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needsCapability to work with sophisticated technology such as video conferencing, digital white boards, and screen sharing,Impeccable representation of the Fidelity Brand in the local Lancaster area.The Value You DeliverYou make an impact in the lives of your clients through deepening relationships and complex financial planningYou thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsYour integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsEducating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsHow Your Work Impacts the OrganizationRemotely servicing clients in the local area and backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. Outfitted with a remote office and technology, you'll have the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in crafting and nurturing a work environment that attracts the best talent and reflects our dedication to our associates. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:SalesCompany OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. We welcome those with experience in jobs such as Accounting Assistant, Staff Accountant, and Accounts Payable Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Philadelphia , Financial Consultant - King of Prussia, Lancaster Region, Accounting, Auditing , King Of Prussia, Pennsylvania

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Data Entry
Description: We are actively seeking customer service and appointment setting representatives. Your primary responsibility is to supply specialized assistance to our current client base. In this position, you will (more...)
Company: Morani Enterprise
Location: New Rochelle
Posted on: 06/1/2020

Compliance Product Sr Analyst - ICG
Description: Serves as a BCMA ECM Syndicate and Banking Origination product compliance risk senior analyst for Independent Compliance Risk Management ICRM responsible for assisting with internal strategies, policies, (more...)
Company: Citi
Location: Summit
Posted on: 06/1/2020

Appointment Scheduling Data Entry Reps
Description: We are actively seeking customer service and appointment setting representatives. Your primary responsibility is to supply specialized assistance to our current client base. In this position, you will (more...)
Company: Morani Enterprise
Location: Newark
Posted on: 06/1/2020


Own Your Own Franchise
Description: Own A Franchise 40 BUSINESS CATEGORIES PROVEN BUSINESS MODELS FIND OUT HOW BUSINESS OWNERS CAN EARN MORE Have you ever thought about owning your own business If so, now is the perfect time to look into (more...)
Company: WilliamsonHeckt
Location: Trenton
Posted on: 06/1/2020

Telemarketing Entry Level
Description: We are actively seeking customer service and appointment setting representatives. Your primary responsibility is to supply specialized assistance to our current client base. In this position, you will (more...)
Company: Morani Enterprise
Location: Camden
Posted on: 06/1/2020

OneMain Financial: Senior ux design lead
Description: Job Description OneMain NYSE: OMF is the largest non-bank lender in
Company: OneMain Financial
Location: Baltimore
Posted on: 06/1/2020

OneMain Financial: Consumer lending specialist
Description: Job Description Your Impact At OneMain, Consumer Lending Specialists empower customers listening to their needs and providing access to friendly, fast and affordable financing for life's expenses. In (more...)
Company: OneMain Financial
Location: Randallstown
Posted on: 06/1/2020

Financial Planning
Description: Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, (more...)
Company: Fidelity Investments
Location: Marlton
Posted on: 06/1/2020

Senior UX Design Lead
Description: OneMain NYSE: OMF is the largest non-bank lender in the United States and a leading consumer finance company. With nearly 1,600 branches across 44 states, we proudly offer safe, affordable and transparent (more...)
Company: OneMain Financial
Location: Highland
Posted on: 06/1/2020

Full Time Appointment Setters
Description: We are actively seeking customer service and appointment setting representatives. Your primary responsibility is to supply specialized assistance to our current client base. In this position, you will (more...)
Company: Morani Enterprise
Location: Staten Island
Posted on: 06/1/2020

Log In or Create An Account

Get the latest Pennsylvania jobs by following @recnetPA on Twitter!

Philadelphia RSS job feeds