RochesterRecruiter Since 2001
the smart solution for Rochester jobs

Personal Financial Consultant

Company: Fidelity Investments
Location: Rochester
Posted on: May 16, 2020

Job Description:

Job Description:APPLY. HIRING IMMEDIATELYThis role is available for hire now and to start right away. We are looking for candidates who want to help clients and are ready to get going today.-- Virtual interview and on board, as well as access our virtual training and support. Work from home and support our clients remotely with all of our full capabilities.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 ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA 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 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 thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCollaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needsThe--Value--You DeliverNo 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 planningYour 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 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!Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales We welcome those with experience in jobs such as Accounting Assistant, Residential Real Estate Agent, and Bookkeeper and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Rochester , Personal Financial Consultant, Accounting, Auditing , Rochester, New York

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


Personal Financial Consultant
Description: Job Description:APPLY. HIRING IMMEDIATELYThis role is available for hire now and to start right away. We are looking for candidates who want to help clients and are ready to get going today.-- Virtual (more...)
Company: Fidelity Investments
Location: Rochester
Posted on: 05/16/2020

Financial Planner
Description: Job Description:APPLY. HIRING IMMEDIATELYThis role is available for hire now and to start right away. We are looking for candidates who want to help clients and are ready to get going today.-- Virtual (more...)
Company: Fidelity Investments
Location: Rochester
Posted on: 05/16/2020

Fidelity Investments Financial Consultant Rochester Ny - Fidelity Investments
Description: Fidelity Investments Financial Consultant Rochester Ny - Fidelity InvestmentsJob Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. (more...)
Company: Fidelity Investments
Location: Rochester
Posted on: 05/19/2020


Staff Accountant
Description: Rapid Response Monitoring is a national leader in electronic security monitoring and an Essential Business, designated by the Department of Homeland Security, dedicated to protecting life and property. (more...)
Company: Rapid Response Monitoring
Location: Syracuse
Posted on: 05/23/2020

Senior Information Officer - Enterprise Systems
Description: Thank you for your interest in a position with the AXA Equitable Life Insurance Company Equitable . br br This is an on-site opportunity in Syracuse, NY. br br Reporting to the CIO, the Senior (more...)
Company: Equitable
Location: Syracuse
Posted on: 05/24/2020

Senior Mortgage Underwriter
Description: The OpportunityWe're looking for a Senior Mortgage Underwriter, working in the Banking/Finance industry in Buffalo, New York. br br br ul br li Deliver excellent customer service to a wide (more...)
Company: PSG Global Solutions
Location: Buffalo
Posted on: 05/20/2020

Audit Manager
Description: Brief about the company br br If you are a licensed CPA interested in joining a progressive public accounting firm, this can be a choice that you can consider. br br We are a company with innovation (more...)
Company: W3Global
Location: Syracuse
Posted on: 05/27/2020

Financial Consultant
Description: Job Description:APPLY. HIRING IMMEDIATELYThis role is available for hire now and to start right away. We are looking for candidates who want to help clients and are ready to get going today.-- Virtual (more...)
Company: Fidelity Investments
Location: Rochester
Posted on: 05/16/2020

Financial Analyst - Cost & Pricing
Description: Scope: br br The Cost and Pricing Analyst is responsible for supporting cost and pricing activities for the North American Aerospace and Defense business unit. br br br br Duties and Responsibilities: (more...)
Company: TTM Technologies
Location: Syracuse
Posted on: 05/17/2020

Manager Accounting & Analysis-PS35855
Description: Description SHIFT: Day Job SCHEDULE: Full-time Your Talent. Our Vision. At National Government Services NGS , an independent subsidiary of Anthem, Inc. and one of the largest Medicare contractors in (more...)
Company: Anthem
Location: Syracuse
Posted on: 05/26/2020

Log In or Create An Account

Get the latest New York jobs by following @recnetNY on Twitter!

Rochester RSS job feeds