NorthPortRecruiter Since 2001
the smart solution for North Port jobs

Financial Consultant - Sarasota, FL

Company: Fidelity Investments
Location: North Port
Posted on: March 12, 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 strategiesThe?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 itThe?Purpose?of Your RoleWe 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 needsThe?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 investmentsHow Your Work?Impacts?the OrganizationWorking 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 66 - FINRACategory:Sales We welcome those with experience in jobs such as Billing and Posting Clerk, Payroll Specialist, and Accounting Assistant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, North Port , Financial Consultant - Sarasota, FL, Accounting, Auditing , North Port, Florida

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


Front Desk-Night Auditor (Overnight) Starting $15.54 per hour - The Ritz-Carlton - (20008496)
Description: Front Desk-Night Auditor Overnight Starting 15.54 per hour At more than 80 award-winning properties worldwide, The Ritz-Carlton Ladies and Gentlemen create experiences so exceptional that long after (more...)
Company: Marriott International, Inc.
Location: North Port
Posted on: 04/7/2020

Data Entry
Description: Our organization is Developing quickly and we are searching for Those who are inspired and energetic self starters to join our enterprise. You are going to be a huge part to our achievement as our Customer (more...)
Company: Cormadata
Location: Lakeland
Posted on: 04/7/2020

Data Entry
Description: Our organization is Developing quickly and we are searching for Those who are inspired and energetic self starters to join our enterprise. You are going to be a huge part to our achievement as our Customer (more...)
Company: Cormadata
Location: Clearwater
Posted on: 04/5/2020


Senior Financial Analyst CPA
Description: Sr. Financial Analyst A leading global provider of innovative and intelligent hardware and software solutions. Our products enable the safe, efficient and effective delivery of outstanding patient care (more...)
Company: Professional Search of the Carolinas
Location: Palm Harbor
Posted on: 04/7/2020

Data Entry
Description: Our organization is Developing quickly and we are searching for Those who are inspired and energetic self starters to join our enterprise. You are going to be a huge part to our achievement as our Customer (more...)
Company: Cormadata
Location: Fort Myers
Posted on: 04/7/2020

Tampa Accounting Tutor Jobs
Description: Tampa Accounting Tutor Jobs Varsity Tutors has students in Tampa looking for Accounting tutoring. Varsity Tutors is a live learning platform that connects tutors with students
Company: Varsity Tutors
Location: Clearwater
Posted on: 04/5/2020

General Accountant ($15.00 Per Hour) - Gaylord Palms Resort & Convention Center - (20007759)
Description: Here's To Your Journey with Gaylord Gaylord Hotels is a multi-location hospitality brand guided by a single focus: extraordinary meetings and conventions. From guest rooms and meeting space, to entertainment (more...)
Company: Marriott International, Inc.
Location: Kissimmee
Posted on: 04/7/2020

Front Desk-Night Audit (Overnight) - The Ritz-Carlton - (20008496)
Description: Front Desk-Night Audit Overnight At more than 80 award-winning properties worldwide, The Ritz-Carlton Ladies and Gentlemen create experiences so exceptional that long after a guest stays with us, the (more...)
Company: Marriott International, Inc.
Location: Bradenton
Posted on: 04/7/2020

Telemarketing Representatives
Description: We are actively seeking customer service and appointment setting representatives. Your primary responsibility is to supply specialized assistance to our current client base. In this position, you will (more...)
Company: Morani Enterprise
Location: Clearwater
Posted on: 04/7/2020

Financial Coordinator
Description: BluePearl Veterinary Partners is seeking an organized, fiscally responsible, and goal-driven Financial Coordinator to join our team. br br This is an entry level position. br br The Financial (more...)
Company: BluePearl Veterinary Partners
Location: Sarasota
Posted on: 04/7/2020

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

North Port RSS job feeds