the smart solution for Rochester jobs

Financial Advisor

Company: Fidelity Investments
Location: Rochester
Posted on: January 14, 2019

Job Description:

Financial Advisor With your superior 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 world class investment platform. Here, you will build long-term, trusting relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For Series 7 and series 63 licenses in current and in good standing prior to hire Series 66 (or 63/65) and Insurance Licenses or obtain them within 6 months of hire A college degree is preferred A CFP certification is preferred Experience managing a book of business and/or financial planning experience The Purpose of Your Role Fully supported by an open architecture product platform and the best resources and professionals in the industry, you cultivate relationships with our most sophisticated investors. Your sharp 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 High Net Worth clientele Exceptional knowledge of trust, estate planning, tax planning, insurance and complex financial planning Collaborating with multiple business partners allows you to create an unsurpassed customer experience and meet the client's 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, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Utilizing your expertise to cultivate the talent of the branch team through coaching and mentoring How Your Work Impacts the Organization Working in our Investor Center, you will offer guidance 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 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 Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, Rochester , Financial Advisor, 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

Other Accounting, Auditing Jobs

Business Systems Analyst V
Description: Business Systems AnalystBuffalo, NYDescription: Conduct daily environment check in TEST to ensure users can access Review open defects/project issues/project action items assigned to me for each project (more...)
Company: M&T Bank
Location: Buffalo
Posted on: 01/19/2019

Billing - Accounting Clerk
Description: GRADE: 206 POSITION SUMMARY Under the direction of the Billing Supervisor, the Billing Payment Posting Specialist is responsible for providing support within the Enrollment and Billing function for (more...)
Company: Monroe Plan for Medical Care
Location: Rochester
Posted on: 01/22/2019

Sr Analyst, Reconciliation QA - US Finance (Military Veterans Wanted!)
Description: Job ID 460 Location Syracuse, New York Organization Finance and Risk Department RECONCILIATION QA GOVERNANCE A About us Every day we deliver safe and secure energy to homes, communities, and businesses. (more...)
Company: National Grid
Location: Syracuse
Posted on: 01/23/2019

Senior Manager, Global Trade and Receivable Finance, Transaction Services
Description: Description HSBC is the largest trade and receivable finance organization in the world, offering a comprehensive range of forward-thinking open account supply chain and traditional trade solutions. (more...)
Company: HSBC
Location: Buffalo
Posted on: 01/22/2019

Chief Financial Officer
Description: Reporting to the Chief Executive Officer CEO and partnering with the Chief Operating Officer COO , the Chief Financial Officer CFO will define, implement, and manage the financial infrastructure, (more...)
Company: Nonprofit, Rochester, NY
Location: Rochester
Posted on: 01/23/2019

Chief Operating Officer
Description: The Arc Erie County New York is searching for a dynamic and experienced leader to join their organization in the role of Chief Operating Officer COO . The COO is accountable to and reports to the CEO. (more...)
Company: Nonprofit , Buffalo, NY
Location: Buffalo
Posted on: 01/23/2019

Staff Accountant I
Description: If you are ready to shift your career into overdrive, apply today to join our winning team We invest in you and your future by offering career advancement opportunities with our growing company We also (more...)
Company: Monro Muffler Brake & Service
Location: Rochester
Posted on: 01/19/2019

Remote Tax Advisor - CPA, Enrolled Agent or Attorney
Description: Overview br br Join Our Virtual Tax Network br br At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable (more...)
Company: Intuit
Location: Rochester
Posted on: 01/22/2019

Travel Nurse - IR RN - Billings, MT
Description: Travel IR Registered Nurse RN ------ Kick start your next journey as a Travel IR Registered Nurse RN in Billings, MT. Check out the picturesque Pictograph Cave State Park and the famous Rimrocks. (more...)
Company: General Healthcare Resources, Inc. - Travel Nursin
Location: Buffalo
Posted on: 01/22/2019

Low Income Housing Tax Credit Specialist I (LIHTC)
Description: US-NY-RochesterCategory HousingType Regular Full-TimeFLSA Status Non-ExemptShift Varied ShiftsDepartment Affordable HousingCorporation Name DePaul Community Services DCS OverviewThe Low Income Housing (more...)
Company: DePaul
Location: Rochester
Posted on: 01/19/2019

Log In or Create An Account

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

Rochester RSS job feeds