PortlandMERecruiter Since 2001
the smart solution for Portland jobs

Personal Financial Consultant

Company: Fidelity Investments
Location: Portland
Posted on: May 18, 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 hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A 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 clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating 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 planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating 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 Accounts Receivable Clerk, Staff Accountant, and Residential Real Estate Agent and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Portland , Personal Financial Consultant, Other , Portland, Maine

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Packager
Description: Auto req ID: 234727BR Job Summary FedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep our communities (more...)
Company: FedEx Ground
Location: Malden
Posted on: 06/8/2020

Package Sorter
Description: Auto req ID: 234727BR Job Summary FedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep our communities (more...)
Company: FedEx Ground
Location: Chelsea
Posted on: 06/8/2020

Master Software Engineer (Java, Angular, AWS)
Description: 1 Broadway 21026 , United States of America, Cambridge, Massachusetts At Capital One, we re building a leading information-based technology company. Still founder-led by Chairman and Chief Executive (more...)
Company: Capital One
Location: Malden
Posted on: 06/8/2020


Warehouse Worker
Description: Auto req ID: 234727BR Job Summary FedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep our communities (more...)
Company: FedEx Ground
Location: Chelsea
Posted on: 06/8/2020

Packaging Position
Description: Auto req ID: 234727BR Job Summary FedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep our communities (more...)
Company: FedEx Ground
Location: Malden
Posted on: 06/8/2020

Package Sorter
Description: Auto req ID: 234727BR br Job SummaryFedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep our communities (more...)
Company: FedEx Ground
Location: Malden
Posted on: 06/8/2020

Package Sorter
Description: Auto req ID: 234727BR br Job SummaryFedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep our communities (more...)
Company: FedEx Ground
Location: Chelsea
Posted on: 06/8/2020

Amazon Shopper
Description: Schedule: -Part-Time Regular, Part-Time Seasonal, Reduced-Time SeasonalSalaryEarn 15.00/hr or moreAmazon remains open as an essential service to serve our communities delivering critical supplies directly (more...)
Company: Amazon Workforce Staffing
Location: Malden
Posted on: 06/8/2020

Warehouse Worker
Description: Auto req ID: 234727BR Job Summary FedEx Ground is an essential business that needs people to help us support the economy, handling life-saving medications and other items that keep our communities (more...)
Company: FedEx Ground
Location: Malden
Posted on: 06/8/2020

Best Remote Working Opportunity. Inbound leads. Sell well-known carriers
Description: Join the revolutionary ASSURANCE platform, and enjoy the freedom of working when you want, from wherever you want, helping inbound,
Company: Assurance
Location: Concord
Posted on: 06/8/2020

Log In or Create An Account

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

Portland RSS job feeds