ScottsdaleRecruiter Since 2001
the smart solution for Scottsdale jobs

Financial Consultant - Scottsdale, AZ

Company: Fidelity Investments
Location: Scottsdale
Posted on: October 13, 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 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.

Keywords: Fidelity Investments, Scottsdale , Financial Consultant - Scottsdale, AZ, Other , Scottsdale, Arizona

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Seasonal Personal Vehicle Package Driver
Description: 24.00/hr. paid weekly for Seasonal Personal Vehicle Drivers --As a Personal Vehicle Driver, you'll enjoy a fast-paced, physical position that gets you outdoors and connecting with customers. From the (more...)
Company: United Parcel Service
Location: Sun City
Posted on: 10/20/2020

Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney – Seasonal Remote
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: Sun City
Posted on: 10/20/2020

Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: Sun City
Posted on: 10/20/2020


Packaging Representative
Description: Auto req ID: 253642BRJob Summary FedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep our communities as prepared (more...)
Company: FedEx
Location: Sun City West
Posted on: 10/20/2020

Warehouse Worker - Package Handler
Description: 14.50/hour paid weekly for Package Handlers.Shift: Sunrise/Preload 3:30 AM - 10:15 AM br -WAREHOUSE WORKER - PACKAGE HANDLERFind out what you'll become as a Package Handler at UPS. In this fast-paced
Company: United Parcel Service
Location: Sun City
Posted on: 10/20/2020

RN-Med/Surg/Tele, Seasonal
Description: Job DescriptionJob Summary The Seasonal RN supports the vision of the Total Healing Environment and the values of respect, integrity, accountability, commitment and quality while providing nursing care (more...)
Company: Yavapai Regional Medical Center
Location: Prescott Valley
Posted on: 10/20/2020

Customer Service Associate
Description: In the Role At OneMain, Consumer Loan Sales Specialists serve as the initial contact for customers with a variety of financial needs. You will help customers assess and identify the appropriate products (more...)
Company: OneMain Financial
Location: Sun City West
Posted on: 10/20/2020

Credentialed Tax Advisor - CPA - Remote
Description: Overview If you are a highly motivated individual with an active unrestricted credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their (more...)
Company: Intuit
Location: Sun City
Posted on: 10/20/2020

Data Engineer - Mid Level
Description: Purpose of JobData Engineer - Mid Level br br We are currently seeking a talented Data Engineer - Mid Level for our Phoenix, AZ facility. Data Engineers deliver quality reporting and data intelligence (more...)
Company: USAA
Location: Sun City West
Posted on: 10/20/2020

Submarine Electronics
Description: ABOUT The most secretive of Navy vessels, a submarine requires a select community of specially trained professionals to operate its classified, highly advanced hardware. The Sailors in the Submarine Electronics (more...)
Company: Navy
Location: Sun City
Posted on: 10/20/2020

Log In or Create An Account

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

Scottsdale RSS job feeds