AlbanyNYRecruiter Since 2001
the smart solution for Albany jobs

Personal Financial Consultant

Company: Fidelity Investments
Location: Albany
Posted on: May 24, 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 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 Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Sales 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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit . Fidelity Investments is an equal opportunity employer. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

Keywords: Fidelity Investments, Albany , Personal Financial Consultant, Professions , 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 Professions Jobs


OTR CDL Driver, Owner Operator
Description: from on . br br HAZMAT CDL-A Owner Operators br Regional and Long Haul br 7,500 Sign-On Bonus br br Clean Harbors is the leading environmental, energy and industrial service provider and (more...)
Company: Clean Harbors
Location: Bridgeport
Posted on: 05/26/2020

Veyo: Non-Emergency medical driver
Description: At Veyo, we help people get to and from their healthcare appointments. We''re looking for drivers to partner with us in your area. When you sign up to drive with Veyo, you can drive your own vehicle and (more...)
Company: Veyo
Location: Utica
Posted on: 05/27/2020

EXPLOSIVE ORDNANCE DISPOSAL TECHNICIAN
Description: Explosive Ordnance Disposal EOD Technicians have expertise in the most conventional and unconventional explosives to ensure the secure disposal of explosive weaponry. They are on call to respond to (more...)
Company: US Navy
Location: Hartford
Posted on: 05/27/2020


Amazon Warehouse Associate
Description: Job DescriptionWarehouse/Shopper Team Member Seasonal, Part-Time, Full-Time, Flexible Hours Shifts: Overnight, Sunrise, Day, Evening, Weekend Location Bristol, West Hartford and Newington CT Job opportunities (more...)
Company: Amazon Workforce Staffing
Location: Hartford
Posted on: 05/27/2020

Amazon Workforce Staffing: Amazon warehouse associate
Description: Job Description Schedule: Part-Time Regular, Part-Time Seasonal Salary Earn 15.00/hr or more Amazon remains open as an essential service to serve our communities delivering critical supplies directly (more...)
Company: Amazon Workforce Staffing
Location: Pittsfield
Posted on: 05/27/2020

Senior Consultant, Data Engineer
Description: About Avanade br br Avanade leads in providing innovative digital services, business solutions and design-led experiences for its clients, delivered through the power of people and the Microsoft ecosystem. (more...)
Company: Avanade
Location: Hartford
Posted on: 05/27/2020

Now Hiring: Amazon Warehouse
Description: Easy Application
Company: Amazon Warehouse.com
Location: Springfield
Posted on: 05/27/2020

Truck Driver CDL A - Local
Description: Company: 001 - NORTH DIVISION br br Location: 60 Haynes CIR Chicopee, MA 1020, US br br Employment Status: Regular br br Jennifer J Latone br br CDL Drivers set your GPS and take the road (more...)
Company: Beacon Roofing Supply
Location: Chicopee
Posted on: 05/27/2020

CDL-A Truck Drivers: 80% SEATED IN 3 DAYS!
Description: Top-Paying CDL A Job Opportunities: OTR DRIVERS: Choose U.S. Xpress and work with the nation's fifth largest asset based carrier High annual salary 5 CPM pay increase
Company: U.S. Xpress
Location: Hartford
Posted on: 05/26/2020

CDL A Regional Truck Driver - Dedicated
Description: Join the Cowan Family as a regional road driver out of Springfield, MA. Our regional drivers out of Springfield make up to 91,000 per year. You'll enjoy our newly increased pay packages with a variety (more...)
Company: Cowan Systems
Location: Springfield
Posted on: 05/27/2020

Log In or Create An Account

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

Albany RSS job feeds