ScottsdaleRecruiter Since 2001
the smart solution for Scottsdale jobs

Financial Consultant

Company: Fidelity Investments
Location: Scottsdale
Posted on: May 16, 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 strategiesThe Expertise We're Looking For FINRA 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!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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Home Buyer s Consultant, and Bilingual Customer Service and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Scottsdale , Financial Consultant, Accounting, Auditing , Scottsdale, Arizona

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


Financial Planning
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, (more...)
Company: Fidelity Investments
Location: Glendale
Posted on: 05/26/2020

Personal Financial Consultant
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, (more...)
Company: Fidelity Investments
Location: Chandler
Posted on: 05/26/2020

Management Leaders - Own your own Business
Description: Own A Franchise 40 BUSINESS CATEGORIES PROVEN BUSINESS MODELS FIND OUT HOW BUSINESS OWNERS CAN EARN MORE Have you ever thought about owning your own business If so, now is the perfect time to look into (more...)
Company: WilliamsonHeckt
Location: Mesa
Posted on: 05/26/2020


Talent Acquisition Leaders - Become a Franchise Owner
Description: Own A Franchise 40 BUSINESS CATEGORIES PROVEN BUSINESS MODELS FIND OUT HOW BUSINESS OWNERS CAN EARN MORE Have you ever thought about owning your own business If so, now is the perfect time to look into (more...)
Company: WilliamsonHeckt
Location: Mesa
Posted on: 05/24/2020

Personal Financial Advisor
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, (more...)
Company: Fidelity Investments
Location: Glendale
Posted on: 05/26/2020

Staff Accountant
Description: Come join one of Arizona's Most Admired places to work br br The accounting team is currently looking for a GL Accountant to apply principles of accountancy to analyze financial information and prepare (more...)
Company: Mobile Mini
Location: Phoenix
Posted on: 05/26/2020

Entrepreneurs Wanted - Franchise Owner
Description: Own A Franchise40 BUSINESS CATEGORIESPROVEN BUSINESS MODELSFIND OUT HOW BUSINESSOWNERS CAN EARN MOREHave you ever thought about owning your own business If so, now is the perfect time to look into franchise (more...)
Company: WilliamsonHeckt
Location: Mesa
Posted on: 05/26/2020

Personal Financial Advisor
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, (more...)
Company: Fidelity Investments
Location: Chandler
Posted on: 05/26/2020

Consultant, Sales and Use Tax Research
Description: The Tax Research and Exemption Certificate Solutions Consultant will have two primary roles. The consultant will perform tax research for software solutions and analyze sales and use tax exemption certificates (more...)
Company: Ryan, LLC
Location: Scottsdale
Posted on: 05/26/2020

Financial Advisor
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, (more...)
Company: Fidelity Investments
Location: Glendale
Posted on: 05/26/2020

Log In or Create An Account

Get the latest Arizona jobs by following @recnetAZ on Twitter!

Scottsdale RSS job feeds