BoyntonBeachRecruiter
the smart solution for Boynton Beach jobs

Personal Financial Consultant

Company: Fidelity Investments
Location: Fort Lauderdale
Posted on: October 21, 2018

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 Were 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 dont 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 clients 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 Fidelitys open architecture, youre 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. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.

        Keywords: Fidelity Investments, Boynton Beach , Personal Financial Consultant, Professions , Fort Lauderdale, Florida

        Click here to apply!

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

        I'm looking for
        in category
        within


Other Professions Jobs


Desktop Engineer / Windows Architect
Description: Design, develop, and test our corporate laptop and desktop images. Maintain our corporate laptop and desktop images up-to-date with
Company: DEEGIT, INC.
Location: Fort Lauderdale
Posted on: 11/20/2018

JOURNEYPERSON ELECTRICIAN
Description: ABM, a leading provider of integrated facility solutions, is looking
Company: ABM Industries
Location: West Palm Beach
Posted on: 11/20/2018

Lead Maintenance Technician - Luxury Townhomes
Description: Atlantic - Pacific Companies is a dynamic industry leader, with a growing and diverse portfolio of properties throughout Florida, Georgia, Texas, and Southern California. At Atlantic - Pacific, we recognize (more...)
Company: Atlantic Pacific Management
Location: Fort Lauderdale
Posted on: 11/20/2018


Plumbers
Description: Now Hiring Plumbers and Helpers for commercial projects. Currently hiring experienced plumbers and helpers. All applicants must have at least 5 years Plumbers and 2 years top helpers commercial/light (more...)
Company: CCS Construction
Location: Pompano Beach
Posted on: 11/20/2018

Fine Furniture Manufacturing Carpenters Craftsmen
Description: Fine Furniture Manufacturing
Company: C & C Products Inc.
Location: Miami
Posted on: 11/20/2018

Owner Operators - Mercer Pays FAST After Every Load
Description: br br Job Description: br Mercer 100 Owner Operator Company br CALL TODAY br Flatbed Owner Operators are now enjoying record high freight rates and load availability and Mercer Transportation (more...)
Company: Mercer Transportation Co.
Location: Miami
Posted on: 11/20/2018

Driver Assistant
Description: We are looking to fill a part time position to help us manage our online sales accounts. br br The Dutties includes but not
Company: Goals37 corp
Location: Hollywood
Posted on: 11/20/2018

CDL A Driver/Intermodal Owner Operator: Local, Regional, OTR
Description: Owner Operators / Independent Contractors Local, Regional OTR Runs ContainerPort Group CPG is a full service intermodal drayage carrier and full transportation broker based in Cleveland, Ohio that (more...)
Company: ContainerPort Group
Location: Hollywood
Posted on: 11/20/2018

Class A CDL Owner Operators-Average Annual Pay $150K-$200K Depending on Division
Description: Average Annual Pay 150K- 200K Depending on Division New CSA safety pay of .25 paid on ALL miles loaded and empty Owner Operators Great Pay Steady Work At Oakley Trucking we understand the challenges (more...)
Company: OAKLEY TRUCKING
Location: Hollywood
Posted on: 11/20/2018

Maintenance/Construction Mechanic
Description: Seacoast Utility Authority has an opening for Maintenance/Construction Mechanic. Duties include
Company: Seacoast Utility Authority
Location: West Palm Beach
Posted on: 11/20/2018

Log In or Create An Account

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

Boynton Beach RSS job feeds