ChandlerRecruiter Since 2001
the smart solution for Chandler jobs

Financial Planning

Company: Fidelity Investments
Location: Chandler
Posted on: May 24, 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 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales

        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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit

        Fidelity Investments is an equal opportunity employer. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.

Keywords: Fidelity Investments, Chandler , Financial Planning, Accounting, Auditing , Chandler, Arizona

Click here to apply!

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

I'm looking for
in category

Other Accounting, Auditing Jobs

Senior Software Architect
Description: Our client is looking for a Senior Software Architect The Senior Architect is a senior-level technology partner with broad and comprehensive responsibility for conceptual technology design and implementation (more...)
Company: Verticalmove, Inc.
Location: Phoenix
Posted on: 06/5/2020

Financial Consultant - Tucson, AZ
Description: Job Description: br br HIRING IMMEDIATELY br br 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. (more...)
Company: Fidelity Investments
Location: Tucson
Posted on: 06/5/2020

Financial Analyst II
Description: Position: Financial Analyst II Location: Mesa, AZ 85215 Do you have experience with FAR DFAR DCAA or TINA regulations Well Parker and Lynch is looking to fill a Financial Analyst II role for (more...)
Company: Parker and Lynch
Location: Mesa
Posted on: 06/5/2020

Order Processing/Accounting Clerk
Description: Order Processing/Accoutant Clerk--SUMMARY: Acronis SCS is an independent, American company that creates products to meet the backup and recovery needs of the US public sector. Acronis SCS is headquartered (more...)
Company: Acronis SCS
Location: Scottsdale
Posted on: 06/5/2020

Tax Manager (Public Accounting)
Description: If you are a Senior Tax Manager Public Accounting with experience, please read on Top Reasons to Work with UsWe are a well established CPA firm that has served the southern Arizona area for over 30 (more...)
Company: CyberCoders
Location: Tucson
Posted on: 06/5/2020

Financial Consultant - Chandler, AZ
Description: Job Description: br br 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 (more...)
Company: Fidelity Investments
Location: Chandler
Posted on: 06/5/2020

Senior Java / J2EE Developers
Description: RESPONSIBILITIES:Kforce has a client in search of a Senior Java/J2EE Developers in Phoenix, Arizona AZ . br br This role is currently 100 remote and will switch back to an office environment when (more...)
Company: Kforce
Location: Phoenix
Posted on: 06/5/2020

Governance Oversight Consultant/Business Support Consultant 4
Description: Job DescriptionImportant Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume when submitting your application for (more...)
Company: Wells Fargo
Location: Phoenix
Posted on: 06/5/2020

Bi-Lingual - Collections Representative
Description: Bi-Lingual Patient Account Representative - Collections:Are you a confident--bi-lingual collections/customer service professional with a No Limits Mindset Does the prospect of--a--joining an employer (more...)
Company: Fresenius Medical Care North America
Location: Chandler
Posted on: 06/5/2020

Revenue Accountant
Description: Headfarmer is seeking a--Revenue Accountant--to join one of our thriving clients in a software/hardware solutions-related company. They are an industry leader that
Company: Headfarmer, LLC
Location: Phoenix
Posted on: 06/5/2020

Log In or Create An Account

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

Chandler RSS job feeds