TrentonRecruiter Since 2001
the smart solution for Trenton jobs

Personal Financial Consultant

Company: Fidelity Investments
Location: Trenton
Posted on: December 4, 2019

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 strategiesThe 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 itThe Purpose of Your RoleWe 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 needsThe 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 investmentsHow Your Work Impacts the OrganizationWorking 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!
        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 associate 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 Financial Analyst, Accounts Receivable Clerk, and Home Buyer s Consultant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Trenton , Personal Financial Consultant, Accounting, Auditing , Trenton, New Jersey

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: company in NY by Crains and the 7th fastest company in the country by INC Magazine, Bear Mattress is a sleep and wellness brand that helps active people sleep better, recover faster, and improve athletic (more...)
Company: Planted Inc
Location: Hoboken
Posted on: 12/6/2019

2020 US Financial Advisor Region
Description: Opportunity OverviewStart a brand new career with support and flexibility. Were looking for professionals with a track record of success to join our growing financial services firm. Ambitious people who (more...)
Company: Edward Jones
Location: Kearny
Posted on: 12/6/2019

Financial Advisor
Description: We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication (more...)
Company: Fidelity Investments
Location: South Orange
Posted on: 12/6/2019


Corporate Vice President, Structured Finance
Description: Corporate Vice President, Structured Finance Apply Now Start apply with LinkedIn Start Please wait... Date: Oct 28, 2019 Location: New York, NY, US Company: New York Life Insurance Co A career at New (more...)
Company: New York Life
Location: New York
Posted on: 12/6/2019

Clinical Research Budget Analyst
Description: Company OverviewAt Memorial Sloan Kettering MSK , were not only changing the way we treat cancer, but also the way the world thinks about it. By working together and pushing forward with innovation and (more...)
Company: Memorial Sloan-Kettering Cancer Center
Location: New York
Posted on: 12/6/2019

SEC Reporting Accountant
Description: JCW is currently recruiting on behalf of a fintech firm who recently became public and is looking to expand their NYC office. My client is searching for an SEC Reporting Accountant to join the
Company: JCW
Location: New York
Posted on: 12/6/2019

Staff Auditor
Description: OverviewFull Time Staff AuditorCorporate ComplianceHospital for Special Surgery, 1 in Orthopedics for 10 years in a row, is looking for a Staff Auditor to join a dynamic Corporate Compliance and Internal (more...)
Company: HSS
Location: New York
Posted on: 12/6/2019

Personal Financial Advisor
Description: We believe as a Relationship Manager, you will be facilitating relationships with Fidelity s most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication (more...)
Company: Fidelity Investments
Location: Great Neck
Posted on: 12/6/2019

Credentialed Tax Expert - CPA
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Paterson
Posted on: 12/6/2019

Financial Consultant
Description: We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication (more...)
Company: Fidelity Investments
Location: Oakland
Posted on: 12/6/2019

Log In or Create An Account

Get the latest New Jersey jobs by following @recnetNJ on Twitter!

Trenton RSS job feeds