GlendaleRecruiter Since 2001
the smart solution for Glendale jobs

Financial Consultant - Glendale, AZ

Company: Fidelity Investments
Location: Glendale
Posted on: September 13, 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, Series 66 - FINRA

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.

Keywords: Fidelity Investments, Glendale , Financial Consultant - Glendale, AZ, Professions , Glendale, Arizona

Click here to apply!

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

I'm looking for
in category
within


Other Professions Jobs


Warehouse Worker (Flexible Part-Time) - Earn $15/hr or more
Description: This position offers an exciting opportunity to make history and become a member of a team whose purpose is to solve complex challenges and create unprecedented customer experiences. We--------re looking (more...)
Company: Amazon
Location: Buckeye
Posted on: 09/25/2020

CDL-A TEAM TRUCK DRIVERS: NEW $30,000 SIGN ON BONUS/SPLIT & Earn Up to 80 CPM
Description: Job Description: 10 10 Team Drivers: HUGE 30,000 Sign On Bonus/split with TONS of miles Drive now with
Company: U.S.Xpress
Location: Prescott
Posted on: 09/25/2020

CDL A Truck Driver - Earn up to $0.52 CPM
Description: Wilson provides drivers better pay, better home-time, and better benefits. At Wilson, it 38 amp 39 s just better. 10 10 JOIN THE FAMILY 10 10 Hiring Company Drivers 10 10 Western Regional (more...)
Company: Wilson Logistics
Location: Prescott
Posted on: 09/25/2020


CDL-A Dry Van Drivers - Recent Grads Welcome (Sun City)
Description: Class A CDL DriverTrusted for Over 30 Years Class A CDL Driver Dry VanTRUSTED FOR OVER 30 YEARSDSW Digby Southwest is driver-friendly with a small company environment managed by former drivers. You (more...)
Company: Digby Southwest
Location: Sun City
Posted on: 09/25/2020

Warehouse Operator (Day and Night Shifts Available) - Immediate Openings
Description: Seasonal Warehouse and Shopper Team Members br br Shifts: br Overnight, Sunrise, Day, Evening, Weekend br br Location: br Phoenix, Scottsdale, Goodyear br br Job opportunities vary by (more...)
Company: Amazon
Location: Sun City
Posted on: 09/25/2020

Medical Transportation Driver
Description: Earn a 1,000 BONUS 4,000 GUARANTEE when you sign up to drive in California --At Veyo, we help people get to and from their healthcare appointments. We're looking for drivers to partner with us in (more...)
Company: Veyo
Location: Sun City
Posted on: 09/25/2020

CDL-A TEAM TRUCK DRIVERS: NEW $30,000 SIGN ON BONUS/SPLIT & Earn Up to 80 CPM
Description: Job Description: 10 10 Team Drivers: HUGE 30,000 Sign On Bonus/split with TONS of miles Drive now with
Company: U.S.Xpress
Location: Buckeye
Posted on: 09/25/2020

LOCAL CDL TRAINING AVAILABLE - TRUCK DRIVER TRAINING
Description: Local CDL / Truck Driver Training Near YouInterested In Trucking CDL Career Now--Can Help --CDL Career Now is the first step for individuals looking to get their CDL License. According to the Department (more...)
Company: CDL Career Now
Location: Sun City West
Posted on: 09/25/2020

CDL-a Household Goods Mover Lease Purchase Truck Driver Jobs
Description: Drive How You Want.Drive Where You Want.Whether it's regional or OTR Owner Operator truck driver job opportunities that you're on the hunt for, United has a number of immediate positions open to CDL-A (more...)
Company: United Van Lines
Location: Prescott Valley
Posted on: 09/25/2020

Amazon Warehouse Attendant (Day and Night Shifts Available) - Immediate Openings
Description: Seasonal Warehouse and Shopper Team Members br br Shifts: br Overnight, Sunrise, Day, Evening, Weekend br br Location: br Phoenix, Scottsdale, Goodyear br br Job opportunities vary by (more...)
Company: Amazon
Location: Sun City West
Posted on: 09/25/2020

Log In or Create An Account

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

Glendale RSS job feeds