PhiladelphiaRecruiter Since 2001
the smart solution for Philadelphia jobs

Financial Planning

Company: Fidelity Investments
Location: Lumberton
Posted on: December 5, 2019

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, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe 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
  • Experience with High Net Worth clients
  • A CFP is preferred; if you don------t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe Purpose of Your RoleWe 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring
    • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
    • Remarkable knowledge of investment products
    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
    • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client------s broad range of investment needsThe Value You Deliver
      • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
      • Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
      • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsHow Your Work Impacts the OrganizationWorking in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity------s open architecture, you------re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you 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 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 associate 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 Accounts Payable Clerk, Senior Accountant, and Home Buyer s Consultant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Philadelphia , Financial Planning, Other , Lumberton, Pennsylvania

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Licensed Practical Nurse (LPN)
Description: Who We Are: connectRN is a technology platform built by nurses, for nurses. Through the connectRN app, facilities post their open shifts that clinicians can view and apply for. Whether it's full time (more...)
Company: connectRN
Location: Lancaster
Posted on: 12/6/2019

Lead - Picking 1st Shift
Description: Description: br br About br FedEx Supply Chain br br FedEx br Supply Chain, a subsidiary of FedEx Corp. NYSE : FDX , is a leader in the br third-party logistics industry offering a diverse (more...)
Company: FedEx Supply Chain
Location: Lancaster
Posted on: 12/6/2019

Service Associate - Float
Description: Overview: Specializes in our branch customer experience through lobby management, transactions and basic retail servicing interactions. e.g. customer service enrollment, address changes, problem (more...)
Company: M&T Bank
Location: Lancaster
Posted on: 12/6/2019


Phlebotomy Technician-Women and Babies Hospital (40hrs/week, 1st shift)
Description: Company Lancaster General Hospital Cost Center 7660 WBH-Laboratory Supervisory Organization Women amp Babies Hospital - Blood Bank Tech Area Grade G06 Summary POSITION SUMMARY: Performs a wide (more...)
Company: Lancaster General Health
Location: Lancaster
Posted on: 12/6/2019

Vehicle Preparation Associate (Fueler/Washer/Detailer) - Part Time
Description: Vehicle Preparation Associate Fueler/Washer/Detailer - Part Time United States-Pennsylvania-Lancaster What s the Job Ready to accelerate your career while helping our customers move forward As a Customer (more...)
Company: Penske
Location: Lancaster
Posted on: 12/6/2019

CDL-A Truck Driver Dry Van Opportunity - New Drivers & Driver Trainees Welcome
Description: br br CDL-A Truck Driver Dedicated Dry Van Opportunity Western Express has HIGH PAYING REGIONAL truck driving opportunities now available for Dry Van /or Flatbed truck drivers. You will stay close (more...)
Company: Western Express, Inc.
Location: Lancaster
Posted on: 12/6/2019

Truck Driver - Night Runs (Home Daily)
Description: LOCATION POTTSVILLE, PACAREER AREA Drivers amp TransportationJOB FUNCTION DriverEMPLOYMENT TYPE Full TimePOSITION TYPE -REQUISITION 1388440BRWhat you'll doWALMART TRANSPORTATION is Hiring CDL-A Drivers (more...)
Company: Walmart
Location: Lancaster
Posted on: 12/6/2019

Welcome Center Clerk - Night Shift
Description: Position Description6PM - 6AMRotating nights, every other weekend offResponsible for monitoring the incoming and outgoing traffic of all commercial, private and vendor vehicles to ensure the facility (more...)
Company: Ryder System
Location: Lancaster
Posted on: 12/6/2019

Licensed Practical Nurse - LPN
Description: Job DescriptionHCR ManorCare provides a range of services, including skilled nursing care, assisted living, post-acute medical and rehabilitation care, hospice care, home health care
Company: Manorcare Health Services
Location: Lancaster
Posted on: 12/6/2019

Get New Electrical Work Today - Preview Leads In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Lancaster
Posted on: 12/6/2019

Log In or Create An Account

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

Philadelphia RSS job feeds