NewHavenRecruiter Since 2001
the smart solution for New Haven jobs

Fidelity Investments: Financial planning

Company: Fidelity Investments
Location: New Haven
Posted on: May 21, 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 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 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 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 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 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 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 We welcome those with experience in jobs such as Senior Accountant, Accounts Payable Clerk, and Bookkeeper and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, New Haven , Fidelity Investments: Financial planning, 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


Audit Supervisor - IT/Systems
Description: OVERVIEW: br br Internal Audit provides services that assist BBH's businesses and support areas in improving their control environments, streamlining their businesses, and achieving operational excellence. (more...)
Company: Brown Brothers Harriman
Location: New York
Posted on: 06/3/2020

Systems Engineer (Trading)
Description: The Systems Trade team builds and maintains the computers, networks, operating systems, and software that allow our trading strategies to run worldwide 24/7. We are looking for candidates who are comfortable (more...)
Company: Hudson River Trading
Location: New York
Posted on: 06/3/2020

Treasury Sales and Service Specialist
Description: TREASURY SALES AND SERVICE SPECIALIST br br Job Locations US-NJ-Bernardsville - US-NJ-Iselin br Posted Date 1 month ago 4/16/2020 10:25 AM br br Job ID br br 2020-2442 br br Address (more...)
Company: Lakeland Bank
Location: Iselin
Posted on: 06/3/2020


Supervisor, Alternative Investments
Description: When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork (more...)
Company: SEI
Location: New York
Posted on: 06/3/2020

Senior Accountant
Description: OverviewAssists Accounting management in preparation of the Consolidated Financial reports, accounting and Statistical analysis and operating reports.ResponsibilitiesPrepares
Company: Visiting Nurse Service of New York
Location: New York
Posted on: 06/3/2020

Senior Associate, Business Restructuring Services
Description: BDO s Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values (more...)
Company: BDO USA, LLP
Location: New York
Posted on: 06/3/2020

Senior Revenue Accountant
Description: WERE USHERING A NEW ERA OF DATA PARTICIPATION. INTERESTED br br We re shaping the way companies manage data by helping customers connect the right data, insights, and algorithms for all Data Citizens. (more...)
Company: Collibra Inc.
Location: New York
Posted on: 06/3/2020

Operations Analyst, Enhanced Middle Office (Treasury)
Description: When you step into SEI - anywhere in the world - you know you're not inside a traditional financial services company. We have no offices. Our open innovation spaces spur creativity, the provocative artwork (more...)
Company: SEI
Location: New York
Posted on: 06/3/2020

Compliance Analyst - Financial Intelligence Unit
Description: Compliance Analyst Financial Intelligence Unit br br In this position, you will assist with the on-boarding process for establishing new accounts for high-risk clients. br br Primary responsibilities (more...)
Company: Signature Bank
Location: New York
Posted on: 06/3/2020

Claims Auditor
Description: The challenges of affordable healthcare continue to create new opportunities. Elderplan and HomeFirst, our Medicare and Medicaid
Company: Metropolitan Jewish Health System
Location: Brooklyn
Posted on: 06/3/2020

Log In or Create An Account

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

New Haven RSS job feeds