AlbanyNYRecruiter Since 2001
the smart solution for Albany jobs

Financial Consultant - Albany, NY

Company: Fidelity Investments
Location: Albany
Posted on: January 14, 2021

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, Series 65 - FINRA, Series 66 - FINRA 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 FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Keywords: Fidelity Investments, Albany , Financial Consultant - Albany, NY, 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


HIRING: Flatbed Drivers - Local, Regional & OTR Positions Available
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: Pittsfield
Posted on: 01/24/2021

CDL-A Company Driver - OTR - 1 Year EXP Required
Description: OTR CDL-A Drivers - Up to 5000 Sign-on - Up to 50 CPM. br CDL-A Drivers: We Are At The Top of Our Class Avg. 1300/wk Up To 5000Sign On In The New Year br When you are in the people business, (more...)
Company: CDL Life
Location: Utica
Posted on: 01/24/2021

Top 10 Best Trucking Companies for Flatbed Drivers
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve br Available Trucking Jobs: br
Company: Live Trucking
Location: Pittsfield
Posted on: 01/24/2021


Regional Class A CDL Drivers
Description: Job Description: Regional REGIONAL, DEDICATED DRIVING POSITIONS EARNING POTENTIAL 70,000 Call 877-920-6820 or apply online below today. We
Company: Premier Transportation
Location: Pittsfield
Posted on: 01/24/2021

Best Trucking Jobs for Flatbed Drivers
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve Available
Company: Live Trucking
Location: Pittsfield
Posted on: 01/24/2021

Amazon Warehouse Picker/Packer - Benefits Day 1
Description: Warehouse Associate Hourly pay rate: 15.20 - 18.70 The base pay for this role is 15.20/hr. Get full healthcare and benefits Day 1 - br Shifts: Overnight, Early Morning, Day, Evening, WeekendLocation:Schodack (more...)
Company: Amazon Workforce Staffing
Location: Troy
Posted on: 01/24/2021

CDLA Team Truck Driving Jobs
Description: Job DescriptionTeam Drivers: HUGE 30,000 Sign-On Bonus/split with TONS
Company: U.S.Xpress
Location: Pittsfield
Posted on: 01/24/2021

CDL-A Owner Operator Truck Driver - LTL Linehaul
Description: CDL-A Owner Operator Truck Drivers: CHOOSE YOUR LOADS, ROUTES, AND HOME TIME When you partner with Roadrunner Freight, you choose your loads, routes, and home time because you re the boss. Roadrunner
Company: Roadrunner Freight
Location: Utica
Posted on: 01/24/2021

OTR Flatbed Company Driver - Up to $4,000 Sign On Bonus!
Description: CDL-A Flatbed Company Driver Here at E.W. Wylie, we believe our success begins with our drivers' success. Our team of drivers go the extra mile because they're not just tough, they're Wylie Tough.
Company: E. W. Wylie
Location: Troy
Posted on: 01/24/2021

Amazon Package Sorter - New Amazon Opportunity (Benefits Day 1)
Description: br br br br br Warehouse Associate br Hourly pay rate: 15.20 - 18.70 br The base pay for this role is 15.20/hr. br Get full healthcare and benefits Day 1 br br Shifts: br Overnight, (more...)
Company: Amazon
Location: Pittsfield
Posted on: 01/24/2021

Log In or Create An Account

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

Albany RSS job feeds