StamfordRecruiter Since 2001
the smart solution for Stamford jobs

Fidelity Investments: Financial advisor

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 Billing and Posting Clerk, Bilingual Customer Service , and Home Buyer s Consultant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Stamford , Fidelity Investments: Financial advisor, 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


Accountant
Description: AccountantPayRate:Shift: 8 am - 5 pm3 month assignmentCorTech is looking for an Accountant in Garden City, NY.Job Posting:Seeking a temporary
Company: CorTech LLC
Location: Garden City
Posted on: 06/5/2020

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

Trading Controls Data Scientist
Description: Markets Business Controls Supervision - Trading Controls Data Scientist Group Overview In view of heightened expectations from regulators and to ensure a strong and consistent global control environment, (more...)
Company: DISYS
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

Senior Associate Investor Relations
Description: The position will be based in New York City.Responsibilitie:Responsibilities for the Senior Associate of Investor Relations will include:--- Respond to investor information
Company: Private Equity Fund
Location: New York
Posted on: 06/5/2020

SIRA - Infrastructure and Real Assets Senior Associate / Vice President
Description: Position Overview:The Senior Associate or Vice President of SIRA located in Toronto or New York will primarily be focussed on the Agriculture sector having responsibility for supporting the global SIRA (more...)
Company: StepStone Group
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 Property Accountant - Residential Portfolio - up to $95k
Description: Senior Property Accountant - Residential Portfolio -- A successful residential real estate property owner and management firm is seeking a Senior Property Accountant with experience to perform accounting (more...)
Company: Advice Personnel
Location: New York
Posted on: 06/5/2020

Senior Fund Accountant
Description: This individual will be responsible for assisting in the accounting and review of a complete set of fund
Company: Atlantic Group
Location: New York
Posted on: 06/5/2020

Senior Analyst, SEC/Technical Accounting
Description: Our client is a publicly traded and leading technology company that is revolutionizing the fitness industry RESPONSIBILITIESPrepare the consolidated financial statements and related footnotes
Company: Atlas Search
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