NewHavenRecruiter Since 2001
the smart solution for New Haven jobs

Personal Financial Advisor

Company: Fidelity Investments
Location: New Haven
Posted on: May 16, 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 - FINRACategory:Sales We welcome those with experience in jobs such as Home Buyer s Consultant, Retail Sales Representative, and Accounts Receivable Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, New Haven , Personal Financial Advisor, Accounting, Auditing , New Haven, Connecticut

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


Accountant
Description: AccountantPayRate:Shift: 8 am - 5 pm3 month assignmentCorTech is looking for an Accountant in Garden City, NY.Job Posting:Seeking a temporary
Company: CorTech LLC
Location: Garden City
Posted on: 06/5/2020

Senior Analyst, SEC/Technical Accounting
Description: Our client is a publicly traded and leading technology company that is revolutionizing the fitness industry RESPONSIBILITIESPrepare the consolidated financial statements and related footnotes
Company: Atlas Search
Location: New York
Posted on: 06/5/2020

Payroll Manager
Description: Hoxton Circle is partnering with a well-established SaaS company to help them find their next influential finance leader to take on the role of Payroll Manager.-- You will have the opportunity to join (more...)
Company: Hoxton Circle
Location: New York
Posted on: 06/5/2020


Financial Services Professional
Description: Financial Professional -- What is your five-year plan How productive was your last five years Conflicted with a desire to step out to fulfill your dreams of running your own practice but enjoy the security (more...)
Company: New York Life Insurance Company
Location: Brooklyn
Posted on: 06/5/2020

Senior Fund Accountant
Description: This individual will be responsible for assisting in the accounting and review of a complete set of fund
Company: Atlantic Group
Location: New York
Posted on: 06/5/2020

Accounts Payable Accountant - Private Equity
Description: The PositionThis is opportunity to work with dynamic teams of private equity and private credit fund managers in a fast-paced, investor-facing work environment.--The Accounts Payable Accountant will play (more...)
Company: Z Capital Group, L.L.C.
Location: New York
Posted on: 06/5/2020

Senior Fund Accountant
Description: One of the fastest-growing fintech companies in the world is looking to hire a Senior Fund Accountant to join their NJ office.--This person will be responsible for the accounting, finance, and operations (more...)
Company: Atlas Search
Location: Berkeley Heights
Posted on: 06/5/2020

Senior Property Accountant - Residential Portfolio - up to $95k
Description: Senior Property Accountant - Residential Portfolio -- A successful residential real estate property owner and management firm is seeking a Senior Property Accountant with experience to perform accounting (more...)
Company: Advice Personnel
Location: New York
Posted on: 06/5/2020

Senior Consultant, State and Local Tax - Real Estate - Corporate Finance & Restructuring
Description: About the RoleFTI Consulting's Corporate Finance Restructuring practice focuses on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional (more...)
Company: FTI Consulting
Location: New York
Posted on: 06/5/2020

Administrative Assistant - Global Private Equity Firm
Description: Global, rapidly growing private equity firm - headquartered in New York seeking an--ambitious and capable college grad with two to five years of post grad administrative support experience, open industry (more...)
Company: The Bachrach Group
Location: New York
Posted on: 06/5/2020

Log In or Create An Account

Get the latest Connecticut jobs by following @recnetCT on Twitter!

New Haven RSS job feeds