NewHavenRecruiter Since 2001
the smart solution for New Haven jobs

Financial Planner

Company: Fidelity Investments
Location: New Haven
Posted on: May 19, 2020

Job Description:

Job Description:Are you ready to use your life experience to make a bigger impact?Is it time to explore new challenges and acquire new skills?-- If you're considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you!-- Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products?---- Do you value you the importance of having a sound financial plan?-- We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales.-- In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position.Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clientsStructured study sessions working to obtain your Series 7 & Series 66 licensesWhether you're new to the industry or returning to a career in financial services, you'll receive--Customized coaching and development for a career in financial planningGenerous, predictable compensation throughout the programStarting over or starting again - let us support you.Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.--The Experience We're Looking For5 or more years of successful sales experience in another industryKeen ability to present complex solutions or products to a sophisticated client baseDegree and/or other professional certifications highly preferred, but not requiredThe Skills You BringEnthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial futureYou are comfortable working in an energetic sales environmentCommitted to delivering an outstanding customer experience, you have a passion for seeing those in your community thriveMotivated by results, you take initiative and exceed expectationsThe Value You DeliverSupporting our client by providing comprehensive investment solutions and retirement plans to meet their needs both now, and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsContinue to make a positive impact on your community while honing your professional skills and experienceHow Your Work Impacts the OrganizationWorking in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity's brand. At Fidelity, you'll have the support of a well-rounded team of professionals and full access to some of the best resources and tools in the industry. You'll be making a difference while moving your career in an exciting new direction!Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales We welcome those with experience in jobs such as Billing and Posting Clerk, Home Buyer s Consultant, and Accounts Receivable Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, New Haven , Financial Planner, 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


Compliance Product Sr Analyst - ICG
Description: Serves as a BCMA ECM Syndicate and Banking Origination product compliance risk senior analyst for Independent Compliance Risk Management ICRM responsible for assisting with internal strategies, policies, (more...)
Company: Citi
Location: Orangeburg
Posted on: 05/31/2020

Financial Planner
Description: Job Description:APPLY. HIRING IMMEDIATELYThis role is available for hire now and to start right away. We are looking for candidates who want to help clients and are ready to get going today.-- Virtual (more...)
Company: Fidelity Investments
Location: New York
Posted on: 05/31/2020

Financial Relationship Consultant
Description: Job Description:APPLY. HIRING IMMEDIATELY br This role is available for hire now and to start right away. We are looking for candidates who want to help clients and are ready to get going today.-- Virtual (more...)
Company: Fidelity Investments
Location: New York
Posted on: 05/31/2020


Capital One: Senior manager data engineering
Description: Job Description At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to (more...)
Company: Capital One
Location: New York
Posted on: 05/31/2020

Personal Financial Consultant
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, (more...)
Company: Fidelity Investments
Location: New Haven
Posted on: 05/31/2020

Financial Planner
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, (more...)
Company: Fidelity Investments
Location: New Haven
Posted on: 05/31/2020

Lab Director with Blood Banking Experience - Albany, New York (Physici
Description: ul li Lab Director with blood banking experience desired to work 4-6 hours per week li Work as an Independent Contractor with great hourly compensation li Compensation
Company: Integrity Healthcare
Location: New York
Posted on: 05/31/2020

EPL & D&O Liability/Strategic Initiatives, Claim Counsel
Description: Company Information br br Solid reputation, passionate people and endless opportunities. Thats Travelers. Our superior financial strength and consistent record of strong operating returns mean security (more...)
Company: Travelers
Location: Hartford
Posted on: 05/31/2020

Financial Relationship Consultant
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, (more...)
Company: Fidelity Investments
Location: New Haven
Posted on: 05/31/2020

Financial Planning
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, (more...)
Company: Fidelity Investments
Location: New Haven
Posted on: 05/31/2020

Log In or Create An Account

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

New Haven RSS job feeds