AlbanyNYRecruiter
the smart solution for Albany jobs

Financial Planner

Company: Fidelity Investments
Location: Albany
Posted on: October 12, 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 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! 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.com Fidelity Investments is an equal opportunity employer.

        Keywords: Fidelity Investments, Albany , Financial Planner, Accounting, Auditing , Albany, New York

        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


Financial Planner
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 (more...)
Company: Fidelity Investments
Location: Albany
Posted on: 10/12/2018

Senior Computer Programmer Analyst HV-NTP-930
Description: Senior Computer Programmer Analyst HV-NTP-930 Applications are being accepted for the following vacancy on the Non-Teaching Professional staff of Hudson Valley Community College, 80 Vandenburgh Avenue, (more...)
Company: Hudson Valley Community College
Location: Troy
Posted on: 10/13/2018

Personal Financial Advisor
Description: Personal Financial Advisor 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 (more...)
Company: Fidelity Investments
Location: Albany
Posted on: 10/13/2018


Financial Advisor
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 (more...)
Company: Fidelity Investments
Location: Albany
Posted on: 10/16/2018

Current College Students - Women's Leadership Program, Early ID Program
Description: You're the brains behind our work. br br You're ready to bring your knowledge from the classroom to the boardroom and Citi wants to help you get there. Whether it's honing your skills or building (more...)
Company: Citi
Location: Albany
Posted on: 10/12/2018

financial advisor
Description: Prepare yourself for a brand new career - one where your success is completely in your hands. Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United (more...)
Company: Edward Jones
Location: Springfield
Posted on: 10/14/2018

Accounting Support Specialist
Description: Alaant Workforce Solutions formerly Linium Recruiting is hiring an Accounting Support Specialist for our client who is down-to-earth and values their employees. You will be responsible for exhibiting (more...)
Company: Alaant Workforce Solutions
Location: Albany
Posted on: 10/12/2018

Financial Planner
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 (more...)
Company: Fidelity Investments
Location: Albany
Posted on: 10/13/2018

Inpatient and Outpatient Coding Compliance Auditor
Description: The Inpatient and Outpatient Coding Compliance Auditor will provide expert auditing services across various hospitals for Inpatient and all Outpatient services. Review documentation and related coding (more...)
Company: mommy jobs online
Location: Chicopee
Posted on: 10/14/2018

Tax Expert - CPA, Enrolled Agent or Practicing Attorney - Seasonal Remote
Description: OverviewJoin Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Albany
Posted on: 10/16/2018

Log In or Create An Account

Get the latest New York jobs by following @recnetNY on Twitter!

Albany RSS job feeds