StamfordRecruiter Since 2001
the smart solution for Stamford jobs

Fidelity Investments: Financial planner

Company: Fidelity Investments
Location: Stamford
Posted on: May 21, 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 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 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 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 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 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 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 Category: Sales 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. We welcome those with experience in jobs such as Accounting Assistant, Controller, and Accounts Payable Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Stamford , Fidelity Investments: Financial planner, Accounting, Auditing , Stamford, Connecticut

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


Senior Performance Marketing Manager
Description: EasyKnock is a real estate technology startup disrupting the finance and real estate industries. By changing how homeownership is approached, we can help the millions of Americans trying to access their (more...)
Company: EasyKnock
Location: New York
Posted on: 06/5/2020

Assistant Commissioner, Data Analytics
Description: Job ID: 432018Business Title:--Assistant Commissioner MANAGEMENT INFORMATION SYSTEMS, M5 Division/Work Unit:--Tax Policy - Assoc CommissionerProposed Salary:-- 170,000 - 177,000 Annual The Tax Policy (more...)
Company: NYC Department of Finance
Location: New York
Posted on: 06/5/2020

Senior Fund Accountant
Description: One of the fastest-growing fintech companies in the world is looking to hire a Senior Fund Accountant to join their NJ office.--This person will be responsible for the accounting, finance, and operations (more...)
Company: Atlas Search
Location: Berkeley Heights
Posted on: 06/5/2020


Senior Consultant, State and Local Tax - Real Estate - Corporate Finance & Restructuring
Description: About the RoleFTI Consulting's Corporate Finance Restructuring practice focuses on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional (more...)
Company: FTI Consulting
Location: New York
Posted on: 06/5/2020

Financial Advisor
Description: Job Summary:----maptalent is currently looking for Financial Advisors to join a very established Private Client Group for a international Finance Corporation. Our client offers
Company: Maptalent
Location: New York
Posted on: 06/5/2020

Family Office Senior Tax Manager
Description: Family Office Senior Tax Manager -- A global ultra-high net worth Family Office is seeking Senior Tax Manager to join their team of talented professionals. The Senior Tax Manager will be responsible for (more...)
Company: Advice Personnel
Location: New York
Posted on: 06/5/2020

Junior Accountant
Description: A growing consumer goods startup is seeking a Junior Accountant to join their centrally located New York office team. This individual will ideally have three plus years
Company: Seamless Talent
Location: New York
Posted on: 06/5/2020

Accounts Payable Accountant - Private Equity
Description: The PositionThis is opportunity to work with dynamic teams of private equity and private credit fund managers in a fast-paced, investor-facing work environment.--The Accounts Payable Accountant will play (more...)
Company: Z Capital Group, L.L.C.
Location: New York
Posted on: 06/5/2020

Manager, Financial Planning and Accounting
Description: DescriptionAbout Global Citizen:Global Citizen is a movement of engaged citizens who are using their collective voice to end extreme poverty by 2030. On our platform, Global Citizens learn about the systemic (more...)
Company: Global Poverty Project, Inc.
Location: New York
Posted on: 06/5/2020

Administrative Assistant - Global Private Equity Firm
Description: Global, rapidly growing private equity firm - headquartered in New York seeking an--ambitious and capable college grad with two to five years of post grad administrative support experience, open industry (more...)
Company: The Bachrach Group
Location: New York
Posted on: 06/5/2020

Log In or Create An Account

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

Stamford RSS job feeds