IrvingRecruiter Since 2001
the smart solution for Irving jobs

Financial Relationship Consultant

Company: Fidelity Investments
Location: Irving
Posted on: May 19, 2020

Job Description:

Job Description: APPLY. HIRING IMMEDIATELY This role is available for hire now and to start right away. We are looking for candidates who want to help clients and are ready to get going today.-- Virtual interview and onboard, as well as access to our virtual training and support. Work from home and support our clients remotely with all of our full capabilities. 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 Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales 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 associates 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 Accountant, Retail Sales Representative, and Bookkeeper and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Irving , Financial Relationship Consultant, Professions , Irving, Texas

Click here to apply!

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

I'm looking for
in category
within


Other Professions Jobs


CDL-A Driver - 6+ mo OTR EXP Required
Description: Crete Trucking Jobs Now Earn Up To .53 Per Practical Mile Benefits of Joining Crete Carrier Start out earning .50 - .53 per practical mile Top 50 of drivers average over 81,300 yearly Profit Sharing (more...)
Company: Crete Carrier Corporation
Location: Wylie
Posted on: 05/27/2020

Sr. CRM Analyst
Description: Overview Our CRM Loyalty Analytics team at Sally Beauty Holdings NYSE: SBH is expanding and we will be significantly investing in our team organization and capabilities over the upcoming year This (more...)
Company: Sally Beauty Holdings
Location: Denton
Posted on: 05/27/2020

CDL A Regional Truck Driver
Description: Drive More Earn More Weekly with USA Truck We are now hiring Class A CDL Truck Drivers for our South Regional.Earn up to 0.50 CPM weeklyRunning Area: East of I-35Details include: USA Drivers NOW EARN (more...)
Company: USA Truck
Location: Wylie
Posted on: 05/27/2020


CDL-A Driver - 6+ mo OTR EXP Required
Description: Crete Trucking Jobs Now Earn Up To .53 Per Practical Mile Benefits of Joining Crete Carrier Start out earning .50 - .53 per practical mile Top 50 of drivers average over 81,300 yearly Profit Sharing (more...)
Company: Crete Carrier Corporation
Location: Euless
Posted on: 05/27/2020

CDL A Regional Truck Driver
Description: Drive More Earn More Weekly with USA Truck We are now hiring Class A CDL Truck Drivers for our South Regional.Earn up to 0.50 CPM weeklyRunning Area: East of I-35Details include: USA Drivers NOW EARN (more...)
Company: USA Truck
Location: Allen
Posted on: 05/27/2020

CDL-A Driver - 6+ mo OTR EXP Required
Description: Crete Trucking Jobs Now Earn Up To .53 Per Practical Mile Benefits of Joining Crete Carrier Start out earning .50 - .53 per practical mile Top 50 of drivers average over 81,300 yearly Profit Sharing (more...)
Company: Crete Carrier Corporation
Location: The Colony
Posted on: 05/27/2020

CDL-A Company Truck Driver
Description: We're not just a trucking company. We're a trucker's company.As a driver with Heyl, you'll be known, hear, and valued.You'll also be home when you need to be. br br Texas COMPANY DRIVER br Our (more...)
Company: Confidential
Location: Keller
Posted on: 05/27/2020

CDL-A Driver - 6+ mo OTR EXP Required
Description: Crete Trucking Jobs Now Earn Up To .53 Per Practical Mile Benefits of Joining Crete Carrier Start out earning .50 - .53 per practical mile Top 50 of drivers average over 81,300 yearly Profit Sharing (more...)
Company: Crete Carrier Corporation
Location: Haltom City
Posted on: 05/27/2020

CDL-A Driver - 6+ mo OTR EXP Required
Description: Crete Trucking Jobs Now Earn Up To .53 Per Practical Mile Benefits of Joining Crete Carrier Start out earning .50 - .53 per practical mile Top 50 of drivers average over 81,300 yearly Profit Sharing (more...)
Company: Crete Carrier Corporation
Location: Cedar Hill
Posted on: 05/27/2020

OTR Company Truck Drivers - Up to 55 CPM!
Description: Even in times like these, we have the freight to keep you moving. At Dart, we're doing our part to deliver essential products on time and keep our country moving. Join our team and you ll get the miles (more...)
Company: The Dart Network
Location: Tyler
Posted on: 05/27/2020

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Irving RSS job feeds