NewHavenRecruiter Since 2001
the smart solution for New Haven jobs

Financial Consultant

Company: Fidelity Investments
Location: New Haven
Posted on: May 18, 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 We welcome those with experience in jobs such as Field Client Relationship Manager, Controller, and Bookkeeper and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, New Haven , Financial Consultant, Other , 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 Other Jobs


Amazon Warehouse Associate - Day and Night Shifts Available
Description: br br Warehouse Team Members br br Shifts: br Overnight, Early Morning, Weekend br br Location: br Bellingham, MA br Job opportunities vary by location. We update postings daily with (more...)
Company: Amazon Workforce Staffing
Location: East Providence
Posted on: 05/31/2020

Whole Foods Shopper - FT/PT
Description: Job DescriptionAmazon remains open as an essential business to serve our communities delivering critical supplies directly to the doorsteps of people who need them. Find out what Amazon is doing to provide (more...)
Company: Amazon Workforce Staffing
Location: East Providence
Posted on: 05/31/2020

Nursing Supervisor (RN) - Behavioral Health
Description: Job Description:Description Job Schedule: Full Time Standard Hours: 40 Job Shift: Shift 1 Shift Details: Rotating shifts with every other weekend. Shift times are 7a-3p, 3p-11p, 11p-7a. Primary need is (more...)
Company: Hartford Healthcare
Location: Westport
Posted on: 05/31/2020


Amazon Whole Foods Shopper - Flexible Schedule
Description: Amazon remains open as an essential business to serve our communities delivering critical supplies directly to the doorsteps of people who need them. Find out what Amazon is doing to provide a safe environment (more...)
Company: Amazon Workforce Staffing
Location: East Providence
Posted on: 05/31/2020

Amazon Order Picker/Packer - FT with benefits
Description: Warehouse Team MembersShifts: Overnight, Early Morning, WeekendLocation:Bellingham, MAJob opportunities vary by location. We update postings daily with open positions.Hourly pay rate: Earn 15.75 to (more...)
Company: Amazon Workforce Staffing
Location: East Providence
Posted on: 05/31/2020

Primary Therapist Supervisor
Description: Job Description: Description Job Schedule: Full Time Standard Hours: 40 Job Shift: Shift 1 Shift Details: Work where every moment matters. Every day, over 30,000 Hartford HealthCare colleagues come to (more...)
Company: Hartford Healthcare
Location: Westport
Posted on: 05/31/2020

Whole Foods Market - In-store Shopper
Description: Amazon remains open as an essential business to serve our communities delivering critical supplies directly to the doorsteps of people who need them. Find out what Amazon is doing to provide a safe environment (more...)
Company: Amazon Workforce Staffing
Location: East Providence
Posted on: 05/31/2020

Amazon Order Packer - Part-time
Description: Job Description Amazon remains open as an essential business to serve our
Company: Amazon Workforce Staffing
Location: East Providence
Posted on: 05/31/2020

Amazon Picker/Packer
Description: Job DescriptionWarehouse Team Member Seasonal, Part-Time, Full-Time, Flexible Hours Shifts: Overnight, Sunrise, Day, Evening, Weekend Location Fall River, MA Job opportunities vary by location. We update (more...)
Company: Amazon Workforce Staffing
Location: East Providence
Posted on: 05/31/2020

Shopper Team Member
Description: Amazon remains open as an essential business to serve our communities delivering critical supplies directly to the doorsteps of people who need them. Find out what Amazon is doing to provide a safe environment (more...)
Company: Amazon Workforce Staffing
Location: East Providence
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