BonitaSpringsRecruiter Since 2001
the smart solution for Bonita Springs jobs

Financial Planning

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 Accounting Assistant, Bookkeeper, and Accounts Payable Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Bonita Springs , Financial Planning, 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


Executive Assistant
Description: Are you ready to take your career to the next level Join us at PSCU OVERVIEW:This position plays a critical role at PSCU by providing complex executive administrative and project coordination support (more...)
Company: PSCU
Location: Saint Petersburg
Posted on: 12/15/2019

Licensed Health Insurance Sales Agent
Description: POSITION SUMMARY This position is responsible for providing service to clients changing insurance needs by selling health, dental, life and/or supplemental insurance products.
Company: Healthcare Solutions Team
Location: Saint Petersburg
Posted on: 12/15/2019

Health Insurance Sales Professional
Description: POSITION SUMMARY This position is responsible for providing service to clients changing insurance needs by selling health, dental, life and/or supplemental insurance products.
Company: Healthcare Solutions Team
Location: Saint Petersburg
Posted on: 12/15/2019


Sales Representative
Description: POSITION SUMMARY This position is responsible for providing service to clients changing insurance needs by selling health, dental, life and/or supplemental insurance products.
Company: Healthcare Solutions Team
Location: Saint Petersburg
Posted on: 12/15/2019

NICE Enterprise Solutions Architect
Description: Are you ready to take your career to the next level Join us at PSCU The Enterprise Solutions Architect will lead the functional research and architect solutions that fulfill strategic business requirements (more...)
Company: PSCU
Location: Saint Petersburg
Posted on: 12/15/2019

Sales Representative - Health Insurance
Description: POSITION SUMMARY This position is responsible for providing service to clients changing insurance needs by selling health, dental, life and/or supplemental insurance products.
Company: Healthcare Solutions Team
Location: Saint Petersburg
Posted on: 12/15/2019

Travel Nurse RN - PICU - Pediatric Intensive Care - $1,553 per week
Description: NurseFly Travel Nursing with Advanced Travel Nursing is seeking a picu - pediatric intensive care travel nurse for a travel nursing job in Saint Petersburg, Florida: br - Specialty: PICU - Pediatric (more...)
Company: NurseFly Travel Nursing
Location: Saint Petersburg
Posted on: 12/15/2019

Sales Professional
Description: POSITION SUMMARY This position is responsible for providing service to clients changing insurance needs by selling health, dental, life and/or supplemental insurance products.
Company: Healthcare Solutions Team
Location: Saint Petersburg
Posted on: 12/15/2019

Travel Nurse RN - ICU - Intensive Care Unit - $1,373 per week
Description: NurseFly Travel Nursing with OneStaff Medical is seeking a icu - intensive care unit travel nurse for a travel nursing job in St Petersburg, Florida: br - Specialty: ICU - Intensive Care Unit br - (more...)
Company: NurseFly Travel Nursing
Location: Saint Petersburg
Posted on: 12/15/2019

Process Leader, Continuous Improvement Technology
Description: Job Description Position Overview: Catalent hires people with a passion to make a difference to the health of millions of people globally. Your expertise, coupled with Catalent s advanced technologies (more...)
Company: Catalent
Location: Saint Petersburg
Posted on: 12/15/2019

Log In or Create An Account

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

Bonita Springs RSS job feeds