PhiladelphiaRecruiter Since 2001
the smart solution for Philadelphia jobs

Financial Consultant - King of Prussia, PA

Company: Fidelity Investments
Location: King Of Prussia
Posted on: January 15, 2021

Job Description:

Job Description:

You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning. We believe your ability to foster positive relationships is as instinctive as your real passion for success. Come join a company dedicated to the financial well-being of its customers. At Fidelity, we give you the tools so you can build your future.

The Expertise We're Looking For

* FINRA Series 7 & 63 required prior to hire
* Series 65 and/or 66 and state registrations required within 3 months of hire
* A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose of Your Role

You will develop financial plans customized to the needs of Fidelity's mass affluent investors through a wide range of products and services. You will be prospecting from existing business and warm leads, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.

The Skills You Bring

* In a team-based, sales environment you take initiative and exceed expectations.
* You have a deep understanding of various investment products, and are able to educate customers on the values and differences of each
* Incomparable consultative selling and organizational skills

The Value You Deliver

* Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
* With our open architecture, you offer a wide broad range of financial products and services
* Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills

How Your Work Impacts the Organization

Working in our Investor Center, you will offer mentorship and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you form relationships here, you will also be building your career!

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Company Overview

At 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.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Keywords: Fidelity Investments, Philadelphia , Financial Consultant - King of Prussia, PA, 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


Senior Asset Manager
Description: Our client is a growing real estate investment firm that handles acquisitions and management of properties throughout the United
Company: Veritas Partners
Location: Baltimore
Posted on: 01/18/2021

Senior Tax Accountant/Manager
Description: Associate, Senior Manager Tax Accountants Needed This Jobot Job is hosted by: Forrest Mack Are you a fit Easy Apply now by clicking the Apply
Company: Jobot
Location: Easton
Posted on: 01/18/2021

Accounting Clerk
Description: RESPONSIBILITIES: Kforce has a client in search of an Accounting Clerk in Owings Mills, MD. Summary: Accounting Clerk
Company: Kforce Finance and Accounting
Location: Owings Mills
Posted on: 01/18/2021


Tax Expert I
Description: Job DescriptionOverview Do you have a minimum of 3 season of paid Tax Preparation experience,
Company: Intuit
Location: Baltimore
Posted on: 01/18/2021

Senior Fund Accountant
Description: Investment Operations Associate Middle Office Maintain accounting records for various equity and fixed income funds and accounts. Daily communication
Company: SpectrumCareers
Location: Baltimore
Posted on: 01/18/2021

Financial Business Analyst
Description: FINANCIAL SERVICES BUSINESS ANALYST: OWINGS MILLS, MD br Who Staffing is looking for a Non-IT Business Analyst for a fulltime, contract opportunity with our financial services client in Owings Mills, (more...)
Company: who... a staffing company
Location: Baltimore
Posted on: 01/18/2021

Compliance Auditor
Description: Who are we We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, (more...)
Company: TEKsystems, Inc
Location: Hanover
Posted on: 01/18/2021

Driver - Get Cash Daily with Flexible Hours (4419)
Description: Do you know why Domino's Pizza hires so many Drivers -- We are the best at what we do and have been since we started back in 1960. Business is booming and we are having trouble keeping up with demand---put (more...)
Company: Domino's
Location: Rhodesdale
Posted on: 01/18/2021

Senior Economist
Description: Education And Experience Bachelor---s degree in Economics, Statistics, Finance, or a related field MBA highly desired Demonstrate proficiency with Microsoft Office products Expert proficiency in Excel (more...)
Company: The Concourse Group LLC
Location: Baltimore
Posted on: 01/18/2021

Work From Home Expert Bookkeeper
Description: Job DescriptionOverview Join Our Virtual Bookkeeping Network At Intuit, our mission is to power prosperity around the world. QuickBooks Live Expert Bookkeeper's support that mission to our QuickBooks (more...)
Company: Intuit
Location: Baltimore
Posted on: 01/18/2021

Log In or Create An Account

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

Philadelphia RSS job feeds