RochesterRecruiter Since 2001
the smart solution for Rochester jobs

Personal Financial Advisor

Company: Fidelity Investments
Location: Rochester
Posted on: May 14, 2020

Job Description:

Job Description: APPLY. HIRING IMMEDIATELY This 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 strategies The  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 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 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, 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 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 - FINRA Category: Sales We welcome those with experience in jobs such as Home Buyer s Consultant, Bilingual Customer Service , and Accounting Assistant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Rochester , Personal Financial Advisor, Other , 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 Other Jobs


Navy Chaplain
Description: The Navy Chaplain Corps boasts more than 800 Navy Chaplains from more than 100 different faith groups, including Christian, Jewish, Muslim, Buddhist and many others. Each Chaplain is also a Navy Officer, (more...)
Company: US Navy
Location: Buffalo
Posted on: 05/31/2020

Alarm Monitoring Specialist
Description: About Us br 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 (more...)
Company: Rapid Response Monitoring
Location: Syracuse
Posted on: 05/31/2020

Travel CT Tech
Description: Cross Country Allied is seeking a travel CT Tech for a travel job in Syracuse, New York: br br br ul br li Specialty: CT Tech br li Discipline: Allied Health Professional br li Start (more...)
Company: NurseFly Travel Nursing
Location: Syracuse
Posted on: 05/31/2020


MILITARY INTELLIGENCE
Description: The success and safety of every mission depends on getting needed supplies, materials and equipment at a moments notice. The service members of the Purchasing, Supply Logistics community make sure Americas (more...)
Company: US Navy
Location: Buffalo
Posted on: 05/31/2020

Lot Associate
Description: Job Description Lot Associates assist customers with the loading of their vehicles and also monitor and maintain
Company: The Home Depot
Location: Syracuse
Posted on: 05/31/2020

SURFACE WARFARE OFFICER
Description: Americas Navy has the most modern, advanced fleet of ships in the entire world. Surface Warfare Officers SWOs are trained extensively to maintain and operate these ships, their crews and their systems. (more...)
Company: US Navy
Location: Buffalo
Posted on: 05/31/2020

Lot Associate
Description: Job DescriptionLot Associates assist customers with the loading of their vehicles and also monitor and maintain
Company: The Home Depot
Location: Syracuse
Posted on: 05/31/2020

Pediatric Opening in Pennsylvania near Buffalo, NY - J1/H1 Visas Welco
Description: Looking for a BC/BE Pediatrician interested in FT hospital employed traditional Pediatric position. Office hours M-F. Must possess or be able to obtain an unrestricted Pennsylvania medical license.
Company: Britt Medical Search
Location: Buffalo
Posted on: 05/31/2020

Auto Tech
Description: Geared for the Driven-------------- During these uncertain times of COVID-19, Valvoline Instant Oil Change SM VIOC is proud to serve those who need to be on the road, including first responders and (more...)
Company: Valvoline Instant Oil Change
Location: Rochester
Posted on: 05/31/2020

Naval Aviator
Description: Search for underwater threats. Deliver payloads of incredible firepower or necessary manpower. Execute strategic aerial maneuvers anywhere from the stratosphere, to mere feet above the sea. This is just (more...)
Company: US Navy
Location: Buffalo
Posted on: 05/31/2020

Log In or Create An Account

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

Rochester RSS job feeds