PlanoRecruiter Since 2001
the smart solution for Plano jobs

Fidelity Investments: Financial planner

Company: Fidelity Investments
Location: Plano
Posted on: May 21, 2020

Job Description:

Job Description: APPLY. HIRING IMMEDIATELY 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 interview and onboard, as well as access to our virtual training and support. Work from home and support our clients remotely with all of our full capabilities.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, Series 65 FINRA, Series 66 FINRA Category: Sales 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. We welcome those with experience in jobs such as Home Buyer s Consultant, Accounting Manager, and Field Client Relationship Manager and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Plano , Fidelity Investments: Financial planner, Accounting, Auditing , Plano, Texas

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


Controller
Description: Parker Lynch has a Controller Job near Ennis, TX. The client is looking for a Certified Public Accountant CPA who has a minimum of eight years' experience. You will oversee all aspects of the accounting (more...)
Company: Parker and Lynch
Location: Ennis
Posted on: 06/5/2020

Field Examiner / Analyst
Description: Field Examiner / Analyst -- 3W Inc. is a consulting firm specializing in field examinations for national, regional, and local asset-based lenders and commercial lenders. Qualified candidates will need (more...)
Company: 3W inc
Location: Dallas
Posted on: 06/5/2020

Senior Staff Accountant
Description: SENIOR STAFF ACCOUNTANT -- Why Lynn W. Bryant, P.C We're a small firm that's growing fast - with opportunities for professional growth We are excited to hear new ideas and a fresh perspective We value (more...)
Company: Lynn W Bryant Pc
Location: Hurst
Posted on: 06/5/2020


Audit Manager - Work-Life Balance!
Description: If you are an Audit Manager or a Senior Auditor ready to step into an Audit Manager with 4 years of experience, please read on Based in Dallas, TX, we one of the most highly respected, and fastest growing (more...)
Company: CyberCoders
Location: Dallas
Posted on: 06/5/2020

Associate, Business Control & Risk Management
Description: DescriptionJob Family: RiskMonitors activities to minimize the company's exposure to risk. Activities may include quantitative analysis, risk identification and remediation. Represents or supports the (more...)
Company: Santander Holdings USA Inc
Location: Palmer
Posted on: 06/5/2020

Senior Tax Manager- Public - STATE, Federal, CPA
Description: If you are a Senior Tax Manager- Public with experience, please read on As a full-service accounting firm, we take pride in our delivery of client solutions. As a generalist, you will be able to work (more...)
Company: CyberCoders
Location: Dallas
Posted on: 06/5/2020

Fund Accountant
Description: A 30B alternative asset manager in Dallas is looking to hire a Fund Accountant, due to growth.-- This person will be involved in several facets of
Company: Atlantic Group
Location: Dallas
Posted on: 06/5/2020

Senior Property Accountant (80K-85K), permanently work from home twice a week
Description: The Senior Accountant position is part of the medical office property management accounting team. This position reports directly to the Supervisor and Accounting Manager. To qualify, the candidate must (more...)
Company: Parker and Lynch
Location: Dallas
Posted on: 06/5/2020

Senior Real Estate Accountant (80K-85K)
Description: We are working with a real estate investment firm that is looking to bring on a Senior Accountant. The firm is private equity backed and focuses on commercial real estate investments.
Company: Parker and Lynch
Location: Dallas
Posted on: 06/5/2020

Controller, $100-105k
Description: Job Description: Parker Lynch is searching for a Controller with a growing company in the healthcare industry. This role is responsible for planning, controlling and evaluating
Company: Parker and Lynch
Location: Dallas
Posted on: 06/5/2020

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Plano RSS job feeds