PortlandMERecruiter Since 2001
the smart solution for Portland jobs

Personal Financial Advisor

Company: Fidelity Investments
Location: Portland
Posted on: May 24, 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 Billing, Cost, and Rate Clerk, Staff Accountant, and Retail Sales Representative and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Portland , Personal Financial Advisor, 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


Amazon Order Picker/Packer - Part-time - Day and Night Shifts Available
Description: br br Schedule:--Part-Time Regular, Part-Time Seasonal br br Salary br Earn 15.00/hr or more br Amazon remains open as an essential service to serve our communities delivering critical supplies (more...)
Company: Amazon Workforce Staffing
Location: Concord
Posted on: 06/1/2020

Whole Foods Market - In-store 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: Salem
Posted on: 06/1/2020

Amazon Warehouse Worker - Part-time, Different Shifts Available
Description: br br Schedule:--Part-Time Regular, Part-Time Seasonal br br Salary br Earn 15.00/hr or more br Amazon remains open as an essential service to serve our communities delivering critical supplies (more...)
Company: Amazon Workforce Staffing
Location: Concord
Posted on: 06/1/2020


Amazon Order Picker
Description: br br Schedule:--Part-Time Regular, Part-Time Seasonal br br Salary br Earn 15.00/hr or more br Amazon remains open as an essential service to serve our communities delivering critical supplies (more...)
Company: Amazon Workforce Staffing
Location: Concord
Posted on: 06/1/2020

JobToMe - The Home Depot: The home depot lot associate
Description: The Home Depot Lot Associate The Home Depot Job DescriptionLot Associates assist customers with the loading
Company: JobToMe - The Home Depot
Location: Salem
Posted on: 06/1/2020

Amazon Warehouse Associate
Description: br br Schedule:--Part-Time Regular, Part-Time Seasonal br br Salary br Earn 15.00/hr or more br Amazon remains open as an essential service to serve our communities delivering critical supplies (more...)
Company: Amazon Workforce Staffing
Location: Concord
Posted on: 06/1/2020

Amazon Order Picker/Packer - FT with benefits
Description: Job DescriptionFresh Warehouse Team Member Shifts: Overnight, Early Morning, Evening, Weekend Location: Everett, Massachusetts Job opportunities vary by location. We update postings daily with open positions. (more...)
Company: Amazon Workforce Staffing
Location: Peabody
Posted on: 06/1/2020

Amazon Picker/Packer
Description: br br Schedule:--Part-Time Regular, Part-Time Seasonal br br Salary br Earn 15.00/hr or more br Amazon remains open as an essential service to serve our communities delivering critical supplies (more...)
Company: Amazon Workforce Staffing
Location: Concord
Posted on: 06/1/2020

Amazon Warehouse Worker
Description: br br Schedule:--Part-Time Regular, Part-Time Seasonal br br Salary br Earn 15.00/hr or more br Amazon remains open as an essential service to serve our communities delivering critical supplies (more...)
Company: Amazon Workforce Staffing
Location: Concord
Posted on: 06/1/2020

Package Delivery Driver
Description: UPS is accepting applications for temporary, seasonal full-time Package Delivery Drivers. This is a physical, fast-paced, outdoor position that involves continual lifting, lowering and carrying packages (more...)
Company: United Parcel Service
Location: Salem
Posted on: 06/1/2020

Log In or Create An Account

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

Portland RSS job feeds