BoyntonBeachRecruiter Since 2001
the smart solution for Boynton Beach jobs

Financial Consultant - Coral Gables, FL

Company: Fidelity Investments
Location: Boynton Beach
Posted on: March 20, 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 ForFINRA 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 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 BringYou 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 needsThe?Value?You DeliverNo 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 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


Budget Coordinator
Description: Position Summary--:Budget Coordinator is responsible for one or more communities handling all budgets pricing/uploading/variances for all lots within specific communities. Budget Coordinator works directly (more...)
Company: GL Homes
Location: Dania
Posted on: 03/29/2020

Research Analyst - financial advisory firm (Miami)
Description: Growing financial advisory consulting firm seeks a Research Analyst for the Miami office. Responsibilities of Research Analyst include:--Define goals/objectives
Company: Blue Coral Staffing Corp.
Location: Miami
Posted on: 03/28/2020

Staff Accountant
Description: Staff Accountant ---Miami, FL.This position is with a Fortune 500 Company and can pay 55K-60K.The role offers a solid line to upper management, competitive
Company: RPL International
Location: Miami
Posted on: 03/28/2020


Controller
Description: Responsible for the company's fiscal record keeping. Directs the preparation of all fiscal reporting such as cost accounting, budgets, and regulatory reports. Prepares reports for top management. Safeguards (more...)
Company: City National Bank
Location: Miami
Posted on: 03/29/2020

Accounting Clerk
Description: Employer Name: SpiderID: Location: Miami, Florida Date Posted: 3/5/2020 Wage: Up to 0.00 per year Category: Accounting/Bookkeeping Job Code: Job Description: Accounting Clerk
Company: Accounting Now
Location: Miami
Posted on: 03/28/2020

Senior Tax Analyst
Description: Meet Your Next Favorite Team br br The Senior Tax Analyst for Beckman Coulter is responsible for the effective management of the Property Tax Returns for over 38 US states and processing customer (more...)
Company: Beckman Coulter Diagnostics
Location: Miami
Posted on: 03/28/2020

Billing Specialist
Description: Hiring Immediately for a DME Billing Specialist...A minimum of 2-years of medical billing experience
Company: AppleOne
Location: West Palm Beach
Posted on: 03/29/2020

Clinical Provider Auditor I (Remote)
Description: Clinical Provider Auditor I Remote PS34763 Location: United StatesNewRequisition : PS34763Post Date: 13 hours agoYour Talent. Our Vision. At Anthem, Inc ., its a powerful combination, and the foundation (more...)
Company: Anthem, Inc
Location: Miami
Posted on: 03/28/2020

Corporate Controller
Description: This role is responsible for all accounting and financial management for this midsized privately held organization. This is a highly visible role reporting directly to the CEO/President of the company.---- (more...)
Company: Octagon Professional Recruiting - Octagon Financia
Location: Miami
Posted on: 03/29/2020

Billing Clerk
Description: DescriptionA busy local company is looking for a well-organized Billing Clerk with an attention to detail. This opening is based in the Boynton Beach, Florida area. In this Billing Clerk position, your (more...)
Company: Robert Half Accountemps
Location: West Palm Beach
Posted on: 03/28/2020

Log In or Create An Account

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

Boynton Beach RSS job feeds