Financial Consultant - Rochester, NY
Company: fidelity investments
Location: Rochester
Posted on: February 25, 2021
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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 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
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 associates for
their unique perspectives and experiences. For information about
working at Fidelity, visit FidelityCareers.com. Fidelity
Investments is an equal opportunity employer. Fidelity will
reasonably accommodate applicants with disabilities who need
adjustments to complete the application or interview process.
Please email us at accommodations@fmr.com or 800-835-5099, prompt
2, option 2 if you would like to request an accommodation.
Keywords: fidelity investments, Rochester , Financial Consultant - Rochester, NY, Professions , Rochester, New York
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