PhiladelphiaRecruiter Since 2001
the smart solution for Philadelphia jobs

Personal Financial Consultant

Company: Fidelity Investments
Location: Warrington
Posted on: May 23, 2020

Job 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, 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 strategies The Expertise Were 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 dont already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We 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 clients broad range of investment needs The 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 investments How Your Work Impacts the Organization Working 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 Fidelitys open architecture, youre 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! Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Sales We welcome those with experience in jobs such as Field Client Relationship Manager, Staff Accountant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.by Jobble

Keywords: Fidelity Investments, Philadelphia , Personal Financial Consultant, Professions , Warrington, Pennsylvania

Click here to apply!

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

I'm looking for
in category
within


Other Professions Jobs


CDL-A Lease Purchase Truck Driver - *$2500 SIGN ON BONUS* Take Home $1200-$1700 or More a Week!
Description: CALL TO TALK TO A RECRUITER TODAY br br 888-719-4313Have you ever dreamed of owning your truck and being your boss Come experience the many reasons why Western Express is the best place to realize (more...)
Company: Western Express
Location: Lancaster
Posted on: 05/26/2020

FedEx - Warehouse Pro
Description: Auto req ID: 233537BR br br Job Summary br br FedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep (more...)
Company: FedEx Ground PH US
Location: Harrisburg
Posted on: 05/26/2020

CDL-A Flatbed Truck Driver Earn up to $85K a Year!
Description: Western Express is hiring CDL -A truck drivers of ALL levels of experience. If necessary, we will pay you to train with some of our best team members in the fleet if needed, or be happy to welcome
Company: Western Express
Location: Lancaster
Posted on: 05/26/2020


CDL-A Solo Company Truck Driver
Description: CDL-A Solo Company Truck Driver JobsThe Wheels That Move Your Future.Since its start in 1975, CalArk has established itself as the industry-leading, irregular route carrier that it has developed into (more...)
Company: CalArk
Location: Harrisburg
Posted on: 05/26/2020

CDL A Regional Truck Driver
Description: Drive more Earn More Weekly We are now hiring Class A CDL Truck Drivers for our Northeast Regional.Earn up to 0.52 CPM weeklyRunning Area: East of I-35Home Time: WeeklyDetails include: USA Drivers (more...)
Company: USA Truck
Location: Lancaster
Posted on: 05/26/2020

FedEx Packaging - Warehouse
Description: Auto req ID: 233537BR br br Job Summary br br FedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep (more...)
Company: FedEx Ground PH US
Location: Harrisburg
Posted on: 05/26/2020

CDL-A Truck Driver Home Weekly with HIGH MINIMUMS!
Description: Western Express has HIGH PAYING REGIONAL truck driving opportunities now available for Flatbed truck drivers. You will stay close to home and have a consistent route with miles you can count on regardless (more...)
Company: Western Express
Location: Lancaster
Posted on: 05/26/2020

CDL-A Dry Van Regional Truck Driver Home Weekly
Description: Western Express has HIGH PAYING REGIONAL truck driving opportunities now available for Dry Van truck drivers. You will stay close to home and have a consistent route with miles you can count on regardless (more...)
Company: Western Express
Location: Harrisburg
Posted on: 05/26/2020

Class A CDL Drivers Solo, Regional, Weekly Hometime!
Description: br br Class A CDL Drivers Solo, Regional, Weekly Hometime br Call today, drive tomorrow br Call us at 866-888-0262 or apply online TODAY br Are you ready for
Company: CRST Dedicated East
Location: Harrisburg
Posted on: 05/26/2020

Company Truck Driver - CDL-A
Description: CDL-A COMPANY TRUCK DRIVER JOBSCOVID-19 RESPONSEGet Steady Work NOW While J R Schugel Saves For Your FUTURE As a 100 employee-owned company, J R Schugel offers stable CDL-A company truck driving opportunities (more...)
Company: J&R Schugel Trucking
Location: Lancaster
Posted on: 05/26/2020

Log In or Create An Account

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

Philadelphia RSS job feeds