BoyntonBeachRecruiter Since 2001
the smart solution for Boynton Beach jobs

Financial Consultant - Coral Gables, FL

Company: Fidelity Investments
Location: Boynton Beach
Posted on: March 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 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!Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales We welcome those with experience in jobs such as Payroll Specialist, Accounting Assistant, and Accounts Payable Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Boynton Beach , Financial Consultant - Coral Gables, FL, Accounting, Auditing , Boynton Beach, Florida

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


Data Entry
Description: Our organization is Developing quickly and we are searching for Those who are inspired and energetic self starters to join our enterprise. You are going to be a huge part to our achievement as our Customer (more...)
Company: Cormadata
Location: Fort Myers
Posted on: 04/6/2020

General Accountant - W Miami - (20000717)
Description: Here's To Your Journey with W Hotels Boldly coloring outside the lines of luxury, W turns the traditional notion of the extravagant hotel on its head. Our irreverent attitude and taste for excess redefine (more...)
Company: Marriott International, Inc.
Location: Miami
Posted on: 04/5/2020

Rooms Controller (Full-Time) - W Fort Lauderdale - (20010742)
Description: Here's To Your Journey with W Hotels Boldly coloring outside the lines of luxury, W turns the traditional notion of the extravagant hotel on its head. Our irreverent attitude and taste for excess redefine (more...)
Company: Marriott International
Location: Pembroke Pines
Posted on: 04/6/2020


Staff Accountant
Description: Position Summary:The Staff Accountant will perform work requiring consistent exercise of discretion and judgment and be responsible for and take ownership of a variety of accounting functions, including (more...)
Company: Olympus Insurance Company
Location: West Palm Beach
Posted on: 04/5/2020

Night Auditor - Courtyard Miami Airport (17002NSJ)
Description: Heres To Your Journey with Courtyard With more than 330 managed locations in more than 20 countries Courtyard by Marriott offers a refreshing environment that helps guests stay connected and balanced. (more...)
Company: Marriott
Location: Fort Lauderdale
Posted on: 04/5/2020

Front Desk Clerk (PM Shift) (Night Audit) - The Ritz-Carlton Key Biscayne,(20010777)
Description: Front Desk Clerk PM Shift Night Audit At more than 80 award-winning properties worldwide, The Ritz-Carlton Ladies and Gentlemen create experiences so exceptional that long after a guest stays with (more...)
Company: Marriott International, Inc.
Location: Fort Lauderdale
Posted on: 04/5/2020

Data Entry
Description: Our organization is Developing quickly and we are searching for Those who are inspired and energetic self starters to join our enterprise. You are going to be a huge part to our achievement as our Customer (more...)
Company: Cormadata
Location: Boca Raton
Posted on: 04/6/2020

Data Entry
Description: Our organization is Developing quickly and we are searching for Those who are inspired and energetic self starters to join our enterprise. You are going to be a huge part to our achievement as our Customer (more...)
Company: Cormadata
Location: Homestead
Posted on: 04/6/2020

Rooms Controller - Miami Marriott Biscayne Bay - (20004513)
Description: Here's To Your Journey with Marriott Hotels Resorts Suites Marriott International portfolio of brands includes both JW Marriott and Marriott Hotels. Marriott Hotels, Marriott Internationals flagship brand (more...)
Company: Marriott International, Inc.
Location: Hialeah
Posted on: 04/6/2020

Data Entry
Description: Our organization is Developing quickly and we are searching for Those who are inspired and energetic self starters to join our enterprise. You are going to be a huge part to our achievement as our Customer (more...)
Company: Cormadata
Location: Miami
Posted on: 04/5/2020

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Boynton Beach RSS job feeds