ChandlerRecruiter
the smart solution for Chandler jobs

Personal Financial Consultant

Company: Fidelity Investments
Location: Chandler
Posted on: April 18, 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 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 itThe 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 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 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!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. Employer is an equal opportunity employer.

Keywords: Fidelity Investments, Chandler , Personal Financial Consultant, Professions , Chandler, 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


Analytic Consultant 4 - Statistical Analyst
Description: Analytic Consultant 4 - Statistical Analyst Job Description At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will (more...)
Company: Wells Fargo
Location: Chandler
Posted on: 04/25/2019

Warehouse Coordinator
Description: PRIMARY PURPOSE: Under direct supervision, this position is responsible for the planning, procurement, storage, controlling, and distribution of materials. DUTIES AND RESPONSIBILITIES: Performs all assigned (more...)
Company: Vitalant
Location: Gilbert
Posted on: 04/25/2019

Business Systems Consultant 5
Description: Job Description br At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of (more...)
Company: Wells Fargo
Location: Chandler
Posted on: 04/25/2019


Driver - Team Truck Driver - Class A CDL - Schneider National
Description: Team truck driver compensation is among the highest in Schneider's fleet. Earn up to 0.55 per mile starting pay as you average 5,000-6,000 miles per week with choice to run more or less and 1,100 (more...)
Company: Schneider
Location: Gilbert
Posted on: 04/25/2019

Astronomy - Equipment Maintenance
Description: Astronomy - Equipment Maintenance Electrician Equipment Maintenance We require: Trade school course completion, or AA or equivalent external training in technical specialty or New college graduate in (more...)
Company: Confidential
Location: Tucson
Posted on: 04/25/2019

Business Systems Consultant 4
Description: Job Description br At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of (more...)
Company: Wells Fargo
Location: Chandler
Posted on: 04/25/2019

Regional CDL A Truck Drivers - $1,500 Sign On Bonus
Description: ITS Logistics is looking for the best CDL A Truck Drivers to join our team today -- ITS Logistics is a rapidly growing 3PL that proudly offers unparalleled service backed by strong family values and (more...)
Company: ITS Logistics
Location: Gilbert
Posted on: 04/25/2019

Driver - Team Truck Driver - Class A CDL - Schneider National
Description: Team truck driver compensation is among the highest in Schneider's fleet. Earn up to 0.55 per mile starting pay as you average 5,000-6,000 miles per week with choice to run more or less and 1,100 (more...)
Company: Schneider
Location: Tucson
Posted on: 04/25/2019

CDL-A Flatbed Truck Driver - Home Weekly!
Description: CDL-A OTR FLATBED TRUCK DRIVER JOBS br Get Flexible Home Time Earn More Like 1,200 Weekly Pay br Roehl Transport is seeking experienced CDL-A OTR flatbed truck drivers to haul general commodities (more...)
Company: Roehl Transport
Location: Tucson
Posted on: 04/25/2019

Business Systems Consultant 5 - EPMO Tools & Automation Business Analy
Description: Business Systems Consultant 5 - EPMO Tools Automation Business Analy Job DescriptionAt Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking (more...)
Company: Wells Fargo
Location: Chandler
Posted on: 04/25/2019

Log In or Create An Account

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

Chandler RSS job feeds