PortlandMERecruiter Since 2001
the smart solution for Portland jobs

Fidelity Investments is looking for Fidelity Investments Financial Planning in Portland

Company: Fidelity Investments
Location: Portland
Posted on: May 19, 2020

Job Description:

Fidelity Investments Financial Planning - Fidelity InvestmentsJob 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 Senior Accountant, Accounts Receivable Clerk, and Accountant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Portland , Fidelity Investments is looking for Fidelity Investments Financial Planning in Portland, Accounting, Auditing , Portland, Maine

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


Financial Consultant - Danvers, MA
Description: Job Description: br br APPLY. HIRING IMMEDIATELY br br This role is available for hire now and to start right away. We are looking for candidates who want to help clients and are ready to get (more...)
Company: Fidelity Investments
Location: Danvers
Posted on: 06/5/2020

Chief Financial Officer
Description: The Company:World Energy, LLC is the second largest producer of biodiesel and renewal diesel in the US. The corporate office is located in Boston, MA. The Company has biodiesel plants in seven locations (more...)
Company: World Energy, LLC
Location: Boston
Posted on: 06/5/2020

Sales Director
Description: The OpportunityWe are searching for a Director of Sales at an exciting time as DTM Packaging, Inc. DTM Massman becomes part of Massman Automation Design Massman . In 2019, Massman completed the acquisition (more...)
Company: Massman Automation Designs, LLC
Location: Hingham
Posted on: 06/5/2020


Tax Manager - Private Client Services (QORO8U)
Description: Sr. Tax Manager - Private Client Services Our client is a large regional firm with 5 locations throughout NE providing tax, risk, and business advisory services to a variety of clients in several industries. (more...)
Company: Next Level Recruiting, LLC
Location: Boston
Posted on: 06/5/2020

Finance Operations Analyst
Description: Description: br Company Overview:BlueWave Solar is a B Corporation on a mission to revolutionize energy with simple, powerful solar solutions.We have a rapidly growing team of experts intensely focused (more...)
Company: BlueWave
Location: Boston
Posted on: 06/5/2020

Payroll Administrator
Description: The Payroll Administrator is responsible for the accurate preparation, documentation, and distribution of payroll via the payroll system, ADP. The administrator also responds to and resolves any inquiries (more...)
Company: Wolf Greenfield & Sacks
Location: Boston
Posted on: 06/5/2020

Staff Accountant
Description: Roessel Joy is looking for a Staff Accountant in Boston, MA. This is an ideal direct-hire opportunity for a degreed accounting professional with at least 6 months of GAAP
Company: Roessel Joy
Location: Boston
Posted on: 06/5/2020

Controller/Director, Finance
Description: Are you looking to advance your career A venture creation firm seeks a talented and motivated Controller/Director of Finance to join their team This is a newly created role that will report to the (more...)
Company: WinterWyman
Location: Boston
Posted on: 06/5/2020

Financial Consultant - Boston Congress St, MA
Description: Job Description: br br APPLY. HIRING IMMEDIATELY br br This role is available for hire now and to start right away. We are looking for candidates who want to help clients and are ready to get (more...)
Company: Fidelity Investments
Location: Boston
Posted on: 06/5/2020

Associate, Credit Risk
Description: Associate, Credit Risk-2000748DescriptionAs a member of Santander's retail banking division you'll help serve Santander's retail and small business customers as part of one of the top banks in the United (more...)
Company: Santander Holdings USA Inc
Location: Boston
Posted on: 06/5/2020

Log In or Create An Account

Get the latest Maine jobs by following @recnetME on Twitter!

Portland RSS job feeds