GlendaleRecruiter Since 2001
the smart solution for Glendale jobs

Financial Planner

Company: Fidelity Investments
Location: Glendale
Posted on: May 20, 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, Series 65 - FINRA Category: Sales We welcome those with experience in jobs such as Accountant, Financial Analyst, and Accounting Manager and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Glendale , Financial Planner, Accounting, Auditing , Glendale, Arizona

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


Collections Representative
Description: Description With over 3.1 million customers and 60 billion in managed assets, Santander Consumer USA NYSE: SC is a full-service, technology-driven consumer finance company focused on vehicle finance (more...)
Company: Santander
Location: Fountain Hills
Posted on: 06/1/2020

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: Chandler
Posted on: 05/31/2020

Personal Financial Advisor
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: Chandler
Posted on: 05/31/2020


Management Leaders - Own Your Own Franchise
Description: Own A Franchise 40 BUSINESS CATEGORIES PROVEN BUSINESS MODELS FIND OUT HOW BUSINESS OWNERS CAN EARN MORE Have you ever thought about owning your own business If so, now is the perfect time to look into (more...)
Company: WilliamsonHeckt
Location: Mesa
Posted on: 06/1/2020

Fidelity Investments: 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: Glendale
Posted on: 05/31/2020

Financial Advisor
Description: Job Description: 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 (more...)
Company: Fidelity Investments
Location: Scottsdale
Posted on: 05/31/2020

Collections Representative
Description: Description With over 3.1 million customers and 60 billion in managed assets, Santander Consumer USA NYSE: SC is a full-service, technology-driven consumer finance company focused on vehicle finance (more...)
Company: Santander
Location: Chandler
Posted on: 06/1/2020

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: Glendale
Posted on: 05/31/2020

Collections Representative
Description: Description With over 3.1 million customers and 60 billion in managed assets, Santander Consumer USA NYSE: SC is a full-service, technology-driven consumer finance company focused on vehicle finance (more...)
Company: Santander
Location: Mesa
Posted on: 06/1/2020

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: Glendale
Posted on: 05/31/2020

Log In or Create An Account

Get the latest Arizona jobs by following @recnetAZ on Twitter!

Glendale RSS job feeds