NewYorkRecruiter Since 2001
the smart solution for New York jobs

Personal Financial Advisor

Company: Fidelity Investments
Location: Oakland
Posted on: December 5, 2019

Job Description:

We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance and mentorship.The Expertise We------re Looking For

  • A college degree is encouraged yet not required
  • We feel customer service, sales, phone or financial services experience will prepare you for this role
  • Banking, insurance, or financial experience is an excellent addition to your experience
  • We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six monthsThe Purpose of Your RoleIt is our mission for the Financial Representative to have rewarding interactions with clients. As a multi-talented expert for compliance and all front lobby transactions, you will partner and contribute to branch success by identifying sales opportunities.The Skills You Bring
    • Superb interpersonal skills and passion to engage with customers
    • An aptitude for sales to dedicatedly identify leads
    • Remarkable attention to detail and ability to prioritize
    • Computer literacy and experience working with multiple applications at onceThe Value You Deliver
      • A vital member of the team, you are offering support to Fidelity------s most wealthy and valuable clients daily
      • By identifying leads and making effective introductions, you are directly impacting the success of the branch
      • Your efforts will be valued by clients and you will find working with those clients a rewarding experience
      • As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the teamHow Your Work Impacts the OrganizationFidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.
        Company OverviewAt 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 associate 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 Accountant, Payroll Specialist, and Senior Accountant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, New York , Personal Financial Advisor, Accounting, Auditing , Oakland, New York

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


Grant and Contract Accounts Specialist (Cooperative Extension); Ithaca, New York
Description: Grant and Contract Accounts Specialist Accounts Representative IV Band D Nonexempt Cornell Cooperative Extension College of Agriculture and Life Sciences CALS Ithaca, New York The College of Agriculture (more...)
Company: Cornell University
Location: New York
Posted on: 12/14/2019

Tax Professional
Description: 363021BRTitle:Tax ProfessionalWhat you'll do... :Tax ProfessionalSeeking experienced seasonal Tax Preparers eager to serve clients with diverse tax needs, generate business growth, and advance their tax (more...)
Company: H&R Block
Location: Old Westbury
Posted on: 12/14/2019

Recruiter
Description: Adecco has a unique opportunity for an experienced Recruiter to join our on-site team at ANN INC, based in their New York City Corporate HQ. br br ANN INC. is the parent Company of Ann Taylor and (more...)
Company:
Location: New York
Posted on: 12/14/2019


Direct Hire Recruiter - Stable With A Great Base Salary
Description: This Direct Hire Recruiter Position Features: br Stable position with a Great Base Salary br Be part of a winning and collaborative team br Excellent Resources with a
Company:
Location: New York
Posted on: 12/14/2019

Financial Advisor/Insurance Professional (Experienced)
Description: Experienced Financial Professional/Advisor We're looking for experienced financial professionals to join our team dependable team.Whether you're looking for a change or seeking to align with a more stable (more...)
Company: New York Life
Location: New York
Posted on: 12/14/2019

Senior Accounting Analyst
Description: Thornton Tomasetti provides engineering design, investigation and analysis services to clients worldwide on projects of every size and level of complexity. We are a growing 1500 person firm with 10 practices: (more...)
Company: Thornton Tomasetti
Location: New York
Posted on: 12/14/2019

Financial Crimes and Compliance Technology Manager (Tech Mgr 4)
Description: Job Description br Important Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume prior to submitting your application (more...)
Company: Wells Fargo Bank
Location: Roslyn
Posted on: 12/14/2019

Senior Auditor
Description: Senior AuditorDescriptionWe are the worlds learning company with more than 24,000 employees operating in 70 countries. We combine world-class educational content and assessment,powered by services and (more...)
Company: Pearson
Location: Hoboken
Posted on: 12/14/2019

Insurance and Financial - Agency
Description: STATE FARM-- AGENT OPPORTUNITY br br Contact a Recruiter br br
Company: State Farm
Location: Scotch Plains
Posted on: 12/14/2019

Marketing Senior Specialist
Description: Marketing Senior Specialist - CohnReznick LLP Skip to content Toggle navigation Login - Create Account - Home - Campus Events - Campus Opportunities - Experienced Opportunities - Help Center - Login - (more...)
Company: CohnReznick
Location: New York
Posted on: 12/14/2019

Log In or Create An Account

Get the latest New York jobs by following @recnetNY on Twitter!

New York RSS job feeds