PortlandMERecruiter Since 2001
the smart solution for Portland jobs

Fidelity Investments: Personal financial advisor

Company: Fidelity Investments
Location: Portland
Posted on: May 19, 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 Field Client Relationship Manager, Bilingual Customer Service , and Retail Sales Representative and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Portland , Fidelity Investments: Personal financial advisor, 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


Billing Coordinator
Description: The Billing Coordinator is responsible for the preparation and processing of the billing for professional services at the firm. This position will also maintain and report on billing records while bringing (more...)
Company: Wolf Greenfield & Sacks
Location: Boston
Posted on: 06/5/2020

Corporate Financial Controller
Description: Corporate Financial Controller - Boston, MassachusettsClient is in search of a controller who's an extrodinary leader and has between 10 to 20 years of experience and who is knowledgeable in all facets (more...)
Company: StaffRight Associates
Location: Boston
Posted on: 06/5/2020

Accountant 1
Description: The PositionCoravin is recruiting an Accountant 1 who will report to the Accounting Manager. The Accountant will work closely with other members of the team including the Finance Director and Corporate (more...)
Company: Coravin
Location: Bedford
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

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

Senior Auditor
Description: Immediate openings for audit professionals with 2 - 5 years' experience in public accounting
Company: G.T. Reilly & Company
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

Senior Accountant
Description: We have partnered with a large research company focused on the life-sciences industry to hire a Senior Accountant in their Wilmington office. This is a multi-billion
Company: KBW Financial Staffing & Recruiting
Location: Wilmington
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

Business Financial Administrator
Description: Business Financial Administrator ndash Reconciliation Specialist At our Company, we grow People, Brands, and Businesses We are seeking a dynamic Business Financial Administrator ndash Reconciliation (more...)
Company: Advantage Solutions
Location: Foxboro
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