JacksonvilleFLRecruiter
the smart solution for Jacksonville jobs

Personal Financial Advisor

Company: Fidelity Investments
Location: Jacksonville
Posted on: December 9, 2018

Job Description:

Personal Financial Advisor 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 it The 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 needs The 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 investments How 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. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, Jacksonville , Personal Financial Advisor, Accounting, Auditing , Jacksonville, Florida

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


Accounting Operations Specialist III
Description: The Accounting Operations Specialists III performs accounting and financial reporting functions for Guide Well Mutual Holding Company and its wholly owned subsidiaries, including monthly journal entries, (more...)
Company: Blue Cross Blue Shield of Florida
Location: Jacksonville
Posted on: 12/12/2018

Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seaso
Description: Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Jacksonville
Posted on: 12/12/2018

Associate Project Manager - Clinical Pharmacology
Description: Associate Project Manager - Clinical Pharmacology Job Overview Oversees and manages Clinical Pharmacology and Early Phase Clinical trials at Covance Clinical Research Sites and external sites. Responsible (more...)
Company: Covance
Location: Daytona Beach
Posted on: 12/10/2018


Tax Professional
Description: Tax Professional Seeking experienced seasonal Tax Preparers who want to build their book of business and advance their tax knowledge to join our network of professionals, serving clients with diverse (more...)
Company: H&R BLOCK
Location: Daytona Beach
Posted on: 12/12/2018

Insurance and Financial Services Agent
Description: We look for people who: Want to make a positive difference in people's lives and in their community br Want a career that is both personally and financially rewarding br Have key entrepreneurial (more...)
Company: State Farm
Location: Daytona Beach
Posted on: 12/12/2018

Controller
Description: A growing aerospace manufacturer located in Northeast Florida seeks a Controller to lead the accounting and finance functions.
Company: Made in Space
Location: Jacksonville
Posted on: 12/12/2018

Business Financial Administrator
Description: Business Financial Administrator At our Company, we grow People, Brands, and Businesses We are seeking a dynamic Business Financial Administrator to work closely with the Sales Team to ensure that our (more...)
Company: Advantage Solutions
Location: Jacksonville
Posted on: 12/12/2018

Investment Grade Credit Portfolio Analyst - Associate
Description: Job Title: Investment Grade Credit Portfolio Analyst - Associate Job ID: Location: Jacksonville Full/Part Time: Full-time Regular/Temporary: Permanent Return to Previous Page Corporate Investment (more...)
Company: Deutsche Bank
Location: Jacksonville
Posted on: 12/10/2018

Experienced Tax Advisor - Block Advisors
Description: Experienced Tax Advisor - Block Advisors Seeking growth oriented, experienced Tax Preparers/Advisors to join our network of professionals, serving clients with diverse tax and business services needs (more...)
Company: H&R BLOCK
Location: Gainesville
Posted on: 12/12/2018

Sr Accounting Manager
Description: The Sr Accounting Manager will be accountable for achieving results through the application of accounting policy and procedures for the enterprise. In this role you will model the values of the organization (more...)
Company: Blue Cross Blue Shield of Florida
Location: Jacksonville
Posted on: 12/12/2018

Log In or Create An Account

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

Jacksonville RSS job feeds