BonitaSpringsRecruiter Since 2001
the smart solution for Bonita Springs jobs

Personal Financial Advisor

Company: Fidelity Investments
Location: Bonita Springs
Posted on: November 24, 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.
        We welcome those with experience in jobs such as Accounts Payable Clerk, Accountant, and Staff Accountant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Bonita Springs , Personal Financial Advisor, Other , Bonita Springs, Florida

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Tampa Dance Auditions
Description: We are holding auditions for dancers, this Friday to perform along side music artist Shena Samone in a big
Company: Shena Samone
Location: Saint Petersburg
Posted on: 12/7/2019

Full Time Pediatric Ophthalmologist & Retina Specialist- Enjoy the beautiful Florida weather in a wo
Description: Beautiful, State of the Art practice with EMR, AAAHC accredited surgical center is looking for a Pediatric Ophthalmologist and Retina Specialist to join their
Company: ETS Vision
Location: Saint Petersburg
Posted on: 12/7/2019

Law Enforcement Transcriber - Remote
Description: Net Transcripts is looking for many vendors / independent contractors who have experience transcribing audio content of criminal investigations, court proceedings, law enforcement interviews, jail calls, (more...)
Company: Net Transcripts
Location: Saint Petersburg
Posted on: 12/7/2019


Meter Data Collector - Temporary - St Petersburg
Description: Recruiter Duke Energy Location St. Petersburg, Florida Salary Competitive Posted 22 Nov 2019 Closes 22 Dec 2019 Ref R11272 Sector Power and Nuclear Category Management Contract Type Permanent Hours Full (more...)
Company: Duke Energy
Location: Saint Petersburg
Posted on: 12/7/2019

Travel Radiology Technologist - $1,822 per week
Description: NurseFly Travel Nursing with Assured Nursing is seeking a travel radiology technologist for a travel job in Petersburg, Florida:-
Company: NurseFly Travel Nursing
Location: Saint Petersburg
Posted on: 12/7/2019

Outpatient Primary Care Opportunity in Seminole, Florida
Description: We have a MSO risk partner Group serving their Medicare Advantage members in the Seminole FL area. Our focus is preventive care, not episodic care. Our focus is on
Company: Medical On Demand
Location: Saint Petersburg
Posted on: 12/7/2019

Interviewing Goal Oriented Individuals
Description: Do you enjoy helping others The Largest Healthcare Benefits Discount Company is seeking Representatives
Company: MAH Benefits
Location: Saint Petersburg
Posted on: 12/7/2019

Network Engineer IV - Data Center
Description: JOB SCOPE br br Charter is proud to have a network that provides service to millions of users across the country. The NE IV leads in the planning, forecasting, implementation and identification of (more...)
Company: Spectrum
Location: Saint Petersburg
Posted on: 12/7/2019

CDL-A Drivers: SE Regional Runs, Great Pay, Top Notch Benefits
Description: br br SOUTH-EAST REGIONAL FLEET GREAT PAY EVERY DAY br Top Pay Certified Carrier Are you looking for a fleet that gives you options Crete Carrier is seeking professional truck drivers to join (more...)
Company: Crete Carrier
Location: Saint Petersburg
Posted on: 12/7/2019

Travel MRI Tech - $1,406 per week
Description: NurseFly Travel Nursing with LRS Imaging is seeking a travel mri tech for a travel job in Saint Petersburg, Florida: br br br ul br li Specialty: MRI Tech br li Discipline: Allied Health (more...)
Company: NurseFly Travel Nursing
Location: Saint Petersburg
Posted on: 12/7/2019

Log In or Create An Account

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

Bonita Springs RSS job feeds