NewportNewsRecruiter Since 2001
the smart solution for Newport News jobs

Personal Financial Consultant

Company: Fidelity Investments
Location: Newport News
Posted on: December 5, 2019

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!
        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 associate 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, Newport News , Personal Financial Consultant, Other , Newport News, Virginia

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Cavalry Scout (19D)
Description: 19D Cavalry Scout Job ID: 1158980 Job Views: 113 Location: SUFFOLK, Virginia, United States ZIP Code: 23434 Job Category: Ground Forces Posted: 11.19.2019 Age Requirements: Must be between the ages of (more...)
Company: Army National Guard
Location: Suffolk
Posted on: 12/7/2019

Training and Benefit Specialist Working from HOME!
Description: Elite Nationwide Discount Healthcare and Dental Benefits Company Seeks Customer Service Reps to talk to
Company: Living Healthy
Location: Suffolk
Posted on: 12/7/2019

Dance and Tumbling Instructors
Description: Dance Instructor Lil' Dance Starz, LLC - Richmond, VA 23234 12 - 15 an hour - Part-time Dance Educator/ Instructor 2 yrs exp Part-time Lil Dance Starz, LLC is looking for a driven, dedicated, inspirational (more...)
Company: Lil' Dance Starz
Location: Richmond
Posted on: 12/7/2019


Subject Matter Expert III (Training Validator) (Security Clearance required)
Description: Description SAIC has a contingent job opportunity for a Training Validator to work with a NAVY
Company: SAIC
Location: Suffolk
Posted on: 12/7/2019

Master Scenario Events List (MSEL) Planner (REQ# 19-3145) (Security Clearance required)
Description: Position Description Job SummaryServes as a functional expert in the Master Scenario Events List MSEL section for the planning, conceptualization and preparation of MSEL products for joint and combined (more...)
Company: Valiant Integrated Services
Location: Suffolk
Posted on: 12/7/2019

CDL A Flatbed Trucking Job - $5,000 Sign-On Bonus
Description: 22 Years of providing the Highest Quality Driving Jobs Our drivers are our 1 Asset and their job satisfaction is our top concern At Loudon County Trucking you will experience much more. You will be (more...)
Company: P & S Transportation
Location: Suffolk
Posted on: 12/7/2019

Wargame and Exercise Planner (Security Clearance required)
Description: Job Number: R0061505 Wargame and Exercise PlannerKey Role:Serve as part of the Booz Allen Team that supports a Joint client with developing military capabilities for multiple combatant command and coalition (more...)
Company: Booz Allen Hamilton
Location: Suffolk
Posted on: 12/7/2019

Sr. Narrowband SATCOM & Bandwidth SME (Security Clearance required)
Description: Job DescriptionASRC Federal Cyber, LLC is seeking a--Senior Narrowband SATCOM and Bandwidth-Subject Matter Expert to support our Naval Information Forces NAVIFOR Information Warfare Force Readiness (more...)
Company: ASRC Federal
Location: Suffolk
Posted on: 12/7/2019

Joint Test Task Lead (Security Clearance required)
Description: Job Description Provides technical and analytical services as Task Lead for a Contractor Team supporting the Joint Integrated Network - Korea JIN-K Quick Reaction Test at the Joint Staff, Suffolk, VA. (more...)
Company: DCS Corporation
Location: Suffolk
Posted on: 12/7/2019

Sr Advanced Extremely High Frequency and Protected SATCOM- SME (Security Clearance required)
Description: Job DescriptionASRC Federal Cyber, LLC is seeking a--Senior Advanced Extremely High Frequency AEHF Protected SATCOM Subject Matter Expert to support our Naval Information Forces NAVIFOR Information (more...)
Company: ASRC Federal
Location: Suffolk
Posted on: 12/7/2019

Log In or Create An Account

Get the latest Virginia jobs by following @recnetVA on Twitter!

Newport News RSS job feeds