CovingtonRecruiter Since 2001
the smart solution for Covington jobs

Fidelity Investments: Financial relationship consultant

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

Job Description:

Job Description: Financial Consultant, Regional Center 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 an elite 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 66 (63/65) and Insurance Licenses preferred (or to be obtained upon hire)Five years financial services experience, with 3-5 years of sales experienceA CFP is helpful; 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 via phone. Your sharp 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 investment products, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clienteleSelf-starter who is able to work independently and has demonstrated a track record of achievement.Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take actionCollaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needsGrowth mindset, both personally and professionally. The Value You Deliver By developing and deepening existing client relationships through complex financial planning, you will grow your book of business with Fidelity's support and resources.--Your integrity, insights, communication 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 investmentsDeveloping existing relationships to retain and increase total assets and profitability How Your Work Impacts the Organization Working in our Regional Center, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.While you build relationships here, you will also be building your career! Certifications: Series 07 FINRA, Series 63 FINRA, Series 65 FINRA, Series 66 FINRA Category: Sales We welcome those with experience in jobs such as Residential Real Estate Agent, Accounts Receivable Clerk, and Field Client Relationship Manager and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Covington , Fidelity Investments: Financial relationship consultant, Professions , Covington, Kentucky

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Professions Jobs


amazon warehouse team - full time
Description: Job DescriptionShifts: Overnight, Early Morning, Day, Evening, Weekend Location: Hebron, KY Job opportunities vary by location. We update postings daily with open positions. Hourly pay rate: Earn 15/hour (more...)
Company: Amazon Workforce Staffing
Location: Fairfield
Posted on: 06/1/2020

Carter Express: CDL a dedicated truck drivers overnight routes
Description: Job Description Join Our Team in Hebron, KY Dedicated, out overnight Great Pay Full
Company: Carter Express
Location: Hamilton
Posted on: 06/1/2020

Carter Express: CDL a dedicated truck drivers
Description: Job Description Join Our Team in Hebron, KY Up to 46.5 cents per mile Plus 50 per rest
Company: Carter Express
Location: Dayton
Posted on: 06/1/2020


CDL Regional Flatbed Truck Driver
Description: Regional Dedicated Route Now Hiring Drivers With 1 Month Flatbed Experience TMC Transportation has openings for a dedicated opportunity. This job will get the driver home every weekend and possibly once (more...)
Company: TMC Transportation Inc
Location: Dayton
Posted on: 06/1/2020

Amazon Workforce Staffing: Amazon warehouse associate
Description: Job 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 (more...)
Company: Amazon Workforce Staffing
Location: Middletown
Posted on: 06/1/2020

Regional Flatbed Truck Driver
Description: Regional Dedicated Route Now Hiring Drivers With 1 Month Flatbed Experience TMC Transportation has openings for a dedicated opportunity. This job will get the driver home every weekend and possibly once (more...)
Company: TMC Transportation Inc
Location: Covington
Posted on: 06/1/2020

Amazon Workforce Staffing: Amazon warehouse associate multiple shifts available full time
Description: Job Description Fresh Warehouse Team Member Shifts: Overnight, Early Morning, Evening, Weekend Location: Everett, Massachusetts Job opportunities vary by location. We update postings daily with open positions. (more...)
Company: Amazon Workforce Staffing
Location: Hamilton
Posted on: 06/1/2020

25N Nodal Network Systems Operator-Maintainer
Description: AGE REQUIREMENTS: Must be between the ages of 17 and 35 br br As a Nodal Network Systems Operator-Maintainer for the Army National Guard, you can expand your technological skillset while serving your (more...)
Company: Army National Guard
Location: Covington
Posted on: 06/1/2020

Carter Express: CDL a dedicated truck drivers
Description: Job Description Join Our Team in Hebron, KY Up to 46.5 cents per mile Plus 50 per
Company: Carter Express
Location: Fairfield
Posted on: 06/1/2020

Carter Express: CDL a dedicated team truck drivers
Description: Job Description Your Driving Team Can Get 5,500 Miles With A Carrier Whose Priority Is TAKING CARE OF DRIVERS No one puts more time and
Company: Carter Express
Location: Middletown
Posted on: 06/1/2020

Log In or Create An Account

Get the latest Kentucky jobs by following @recnetKY on Twitter!

Covington RSS job feeds