PhiladelphiaRecruiter
the smart solution for Philadelphia jobs

financial consultant

Company: Fidelity Investments
Location: King Of Prussia
Posted on: January 13, 2018

Job Description:

You are committed to helping others succeed and passionate about delivering an outstanding client experience. Your ability to build relationships and educate clients has made you a natural sales-person. Come join a team that will value your contribution and invest in your future. Our Financial Consultant Program outlines the path to becoming a Financial Consultant in as little as five years and provides you with comprehensive training, unmatched professional development opportunities, and the top tools in the industry. Join Fidelity as a Financial Representative; your career in financial planning starts here!

The Expertise We---re Looking For



  • Series 7 preferred (required within 6 months of hire)
  • Series 63 preferred (required within 90 days of passing the series 7 exam)
  • Banking, insurance, or financial experience is encouraged
  • A CFP is preferred; if you do not already have your CFP, our Tuition Reimbursement Program can help you with classes to obtain it!


    The Purpose of Your Role

    As a key member of the branch team, we depend on you to leave a positive and long-lasting impression on our valued customers. You are the first point of contact for our clients as they enter the branch. In addition to being the face of Fidelity, we depend on you to be diligent around compliance, process monetary transactions, and identify sales opportunities. All the while, you will be learning valuable skills to prepare you for your next role on the path to becoming a Financial Consultant.

    The Skills You Bring



    • You have superb interpersonal and communication skills, and are eager to interact with our customers
    • An aptitude for sales to proactively uncover needs while interacting with our clients
    • You diligently pay attention to detail
    • Your strong prioritization skills
    • Ability to understand the perspectives of others, allowing you to build genuine relationships with others


      The Value You Deliver



      • You are sensitive to the diverse needs of others and are passionate about providing solutions
      • Thoughtfully work to resolve transactional, informational and service needs at the front counter
      • Responsible for educating our clients on the numerous products and services available to them
      • By identifying customer needs, you partner with members of the branch team to introduce additional Fidelity products and services in order to retain and build Fidelity assets


        How Your Work Impacts the Organization

        Working in our Investor Center, you help to extend the reach of Fidelity---s brand. 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 great benefits. While you build relationships here, you will also be building your career!

        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. For information about working at Fidelity, visit FidelityCareers.com

        Fidelity Investments is an equal opportunity employer.

        Keywords: Fidelity Investments, Philadelphia, financial consultant, 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


Junior Financial Representative
Description: A Career with Us Will Provide You with: ul li A marketing plan we help you customize to build your brand effectively li A comprehensive training program focused on people and marketing strategy (more...)
Company: Mutual of Omaha
Location: Joppa
Posted on: 01/21/2018

Apply Today! Become a Lyft Driver - $500 Sign-up Bonus - Make Up to $20/hr! - Join Lyft in Columbia
Description: Join Lyft Today - Applications Now Open Earn a 500 Sign-up Bonus plus Tips. Be Your Own Boss -- Set Your Own Hours -- Drivers Earn Tips What is Lyft Lyft matches drivers with passengers who request (more...)
Company: Lyft
Location: Columbia
Posted on: 01/21/2018

Junior Financial Representative
Description: A Career with Us Will Provide You with: ul li A marketing plan we help you customize to build your brand effectively li A comprehensive training program focused on people and marketing strategy (more...)
Company: Mutual of Omaha
Location: Belcamp
Posted on: 01/21/2018


Become a Lyft Driver - Drivers Keep 100% of Tips - Get Paid Same Day - Make Up to $20/hr
Description: Join Lyft Today - Applications Now Open Earn a 500 Sign-up Bonus plus Tips. Be Your Own Boss -- Set Your Own Hours -- Drivers Earn Tips What is Lyft Lyft matches drivers with passengers who request (more...)
Company: Lyft
Location: Laurel
Posted on: 01/21/2018

Junior Financial Representative
Description: A Career with Us Will Provide You with: ul li A marketing plan we help you customize to build your brand effectively li A comprehensive training program focused on people and marketing strategy (more...)
Company: Mutual of Omaha
Location: Warminster
Posted on: 01/22/2018

Lyft - Get A $500 Bonus. Earn Tips And Work When You Want - Make Up to $20/hr
Description: Join Lyft Today - Applications Now Open Earn a 500 Sign-up Bonus plus Tips. Be Your Own Boss -- Set Your Own Hours -- Drivers Earn Tips What is Lyft Lyft matches drivers with passengers who request (more...)
Company: Lyft
Location: White Marsh
Posted on: 01/22/2018

Entry Level Financial Advisor
Description: A Career with Us Will Provide You with: ul li A marketing plan we help you customize to build your brand effectively li A comprehensive training program focused on people and marketing strategy (more...)
Company: Mutual of Omaha
Location: Rosedale
Posted on: 01/21/2018

Apply Today
Description: Join Lyft Today - Applications Now Open Earn a 500 Sign-up Bonus plus Tips. Be Your Own Boss -- Set Your Own Hours -- Drivers Earn Tips What is Lyft Lyft matches drivers with passengers who request (more...)
Company: Lyft
Location: Bel Air
Posted on: 01/22/2018

General Accountant - Key Bridge Marriott (180003WW)
Description: Heres To Your Journey with Marriott Hotels Resorts Suites Marriott Hotels, Marriott Internationals flagship brand with more than 500 global locations, is advancing the art of hosting so that our guests (more...)
Company: Marriott
Location: Baltimore
Posted on: 01/22/2018

Entry Level Financial Advisor
Description: A Career with Us Will Provide You with: ul li A marketing plan we help you customize to build your brand effectively li A comprehensive training program focused on people and marketing strategy (more...)
Company: Mutual of Omaha
Location: Ellicott City
Posted on: 01/21/2018

Log In or Create An Account

Username:
Password:
 

Forgot password?


Find us on Facebook

Find us on LinkedIn

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

Philadelphia RSS job feeds