StamfordRecruiter Since 2001
the smart solution for Stamford jobs

Financial Relationship Consultant

Company: Fidelity Investments
Location: Stamford
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 ForFINRA 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!Certifications:Series 07 - FINRA, Series 63 - FINRACategory:SalesCompany OverviewAt 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 Fidelity Investments is an equal opportunity employer. We welcome those with experience in jobs such as Senior Accountant, Field Client Relationship Manager, and Financial Analyst and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Stamford , Financial Relationship Consultant, Accounting, Auditing , Stamford, Connecticut

Click here to apply!

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

I'm looking for
in category

Other Accounting, Auditing Jobs

Description: EverCompliant is changing the world of Cyber Intelligence with our revolutionary technology. br Using big data and machine learning, we have created the first-and-only dedicated solution
Company: VIOLA
Location: New York
Posted on: 06/8/2020

JavaScript Developer Software Engineer Trading Fixed Income Asset Manager Finance
Description: Senior JavaScript Developer Software Engineer Programmer JavaScript Vue React Angular Front Office Trading Front-Office Brokerage Investment Banking Manager Management Asset Hedge Fund Buy Side Buy-Side (more...)
Company: Joseph Harry Ltd
Location: New York
Posted on: 06/8/2020

Portfolio Accountant
Description: Job Description:. br br EisnerAmper is seeking a Portfolio Accountant to join the Real Estate Systems Implementation Group RESIG practice in our New York City office. We are seeking someone who (more...)
Company: EisnerAmper
Location: New York
Posted on: 06/8/2020

Trader - Full Time
Description: br Job Description br br As we seek to become the most successful investment team in the world, we empower Traders to bring investment ideas to life. Our Traders identify opportunities in major (more...)
Company: Citadel
Location: New York
Posted on: 06/8/2020

Description: Accountant 5192-1 Company:iSmartRecruit Location:Garden City, NY, NY Property Job Category: Property Posted:22.05.2020 Job Description: Job Posting: - Seeking a temporary
Company: iSmartRecruit
Location: Garden City
Posted on: 06/8/2020

Financial Quantitative Analyst
Description: Financial Quantitative Analyst
Company: Dash Regulatory Technologies, LLC
Location: New York
Posted on: 06/8/2020

Java Developer (Financial Experience)10+
Description: Role Sr Java Developer with Financial
Company: Primesoft, Inc
Location: New York
Posted on: 06/8/2020

Tax Senior
Description: Position:Tax SeniorJob Description:EisnerAmper is seeking a Senior Associate to join the Commercial Tax practice in our New York City office. We are seeking someone who thrives in a growing environment (more...)
Company: EisnerAmper
Location: New York
Posted on: 06/8/2020

Lead Engineer/Senior Java Developer (Core Java / Server Side Java Development)
Description: Requisition 72633965 Title Lead EngineerSenior Java Developer Core Java Server Side Java Development Location Downtown, NY Duration Full Time Detailed Info To do hands on Development in Java for Corporate (more...)
Company: Alans Group
Location: New York
Posted on: 06/8/2020

Maverick Trading: Stock options trader
Description: Job Description Proprietary Forex Trading with Maverick Trading Top-ranked proprietary trading firm, Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in (more...)
Company: Maverick Trading
Location: North Arlington
Posted on: 06/8/2020

Log In or Create An Account

Get the latest Connecticut jobs by following @recnetCT on Twitter!

Stamford RSS job feeds