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
We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)
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!
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
...Hammett Electric Company is hiring apprentice electricians for utility construction projects. No experience required. Candidate Requirements: Willing to Work from Elevated Heights Willing to Work in Inclement Weather High School Diploma Willing to Be Background...
...Responsibilities When it comes to choosing a hospital, one thing is clear: quality and convenience count. Northern Nevada Medical... ...genetic information, national origin, disability status, protected veteran status or any other characteristic protected by federal, state...
...Job Description Job Description Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment...
...preferred. ~3+ years experience in Hotel or Hospitality related Finance and Accounting ~ Analytical approach to problems, regard for... ...such as effectively communicating with supervisors, coworkers, public etc. Compensation Salary Range: $160,000.00 - $172,000....
Join to apply for the Brand Ambassador - Part-Time Contractor role at GEHA Health4 weeks ago Be... ...and informalSelf-starter with ability to work effectively both independently... ...bases and enter Federal facilitiesWork-at-home requirementsMust have the ability to provide...