FairfieldCTRecruiter Since 2001
the smart solution for Fairfield jobs

Financial Consultant - Fairfield, CT

Company: Fidelity Investments
Location: Fairfield
Posted on: February 20, 2021

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 - FINRACompany 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 FidelityCareers.com.Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or , prompt 2, option 2 if you would like to request an accommodation.

Keywords: Fidelity Investments, Fairfield , Financial Consultant - Fairfield, CT, Accounting, Auditing , Fairfield, Connecticut

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


Financial Analyst
Description: RESPONSIBILITIES:Kforce's client, a world class publicly traded health care company is seeking a Financial Analyst in Lyndhurst, New Jersey NJ commutable by mass transit from NYC . This firm offers (more...)
Company: Kforce Finance and Accounting
Location: Lyndhurst
Posted on: 02/27/2021

Postal Clerk
Description: POSTAL CLERK br br NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br br The Postal Service is the largest government related agency in terms of employees.-- The Postal Service (more...)
Company: USA Labor Services
Location: Ridgewood
Posted on: 02/27/2021

Finance Business Analyst
Description: RESPONSIBILITIES:Kforce has a client that is seeking a Finance Business Analyst in New York, NY. Summary: The Business Analyst is responsible for the delivery of reporting and analytics services offered (more...)
Company: Kforce Technology
Location: New York
Posted on: 02/27/2021


Core JAVA Developer with Investment Banking IT/Front office
Description: About usAccelerating Digital for Banks, Asset Managers, and Insurance companies. Synechron is a leading Digital IT Consulting firm and is working to Accelerate Digital initiatives for banks, asset
Company: Synechron
Location: Weehawken
Posted on: 02/27/2021

Postal Clerk
Description: POSTAL CLERK br br NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br br The Postal Service is the largest government related agency in terms of employees.-- The Postal Service (more...)
Company: USA Labor Services
Location: Edison
Posted on: 02/27/2021

Mail Processor - Postal Service
Description: MAIL PROCESSOR - POSTAL SERVICE NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br br The Postal Service is the largest government related agency in terms of employees. The Postal (more...)
Company: USA Labor Services
Location: Montclair
Posted on: 02/27/2021

Postal Clerk
Description: POSTAL CLERK br br NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br br The Postal Service is the largest government related agency in terms of employees.-- The Postal Service (more...)
Company: USA Labor Services
Location: Orange
Posted on: 02/27/2021

Billing Specialist, Global Law Firm
Description: MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an (more...)
Company: Michael Page
Location: New York
Posted on: 02/27/2021

First Year Tax Professional
Description: What you'll do... Joining H R Block as aFirst Year Tax Professional means you'll have the support of an expert team, dedicated to providing you with the advanced tax training you'll need to be successful. (more...)
Company: H&R Block
Location: Rutherford
Posted on: 02/27/2021

Temporary Administrative Assistant, financial advisory firm
Description: Financial Advisory firm seeks to hire a Temporary Administrative Assistant to join its team for a four month contract role starting immediately. The position will begin remotely. Your daily responsibilities (more...)
Company: Beacon Hill Staffing Group, LLC
Location: New York
Posted on: 02/27/2021

Log In or Create An Account

Get the latest Connecticut jobs by following @recnetCT on Twitter!

Fairfield RSS job feeds