ChesterfieldRecruiter Since 2001
the smart solution for Chesterfield jobs

Personal Financial Consultant

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

Job Description:

Job Description:APPLY. HIRING IMMEDIATELYThis 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.-- Virtually 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 strategiesThe--Expertise--We're Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA 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 BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clienteleRemarkable knowledge of investment productsAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCollaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needsThe--Value--You DeliverNo 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 planningYour integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsEducating 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 66 - FINRACategory:Sales We welcome those with experience in jobs such as Accounting Assistant, Bilingual Customer Service , and Billing and Posting Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Chesterfield , Personal Financial Consultant, Accounting, Auditing , Chesterfield, Missouri

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 Consultant
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. Virtually (more...)
Company: Fidelity Investments
Location: Chesterfield
Posted on: 05/31/2020

Fidelity Investments: Financial planner
Description: Fidelity Investments Customer Service Advocate - Fidelity InvestmentsJob Description: WE ARE HIRING NOWThis role is actively accepting applications and now, more than ever, we are looking for candidates (more...)
Company: Fidelity Investments
Location: Chesterfield
Posted on: 05/30/2020

COMPLIANCE ASSOCIATE I- AML- FINANCIAL INTELLIGENCE UNIT
Description: SUMMARYStifel's Anti-money Laundering AML , Financial Intelligence Unit FIU is looking to add an enthusiastic, service oriented individual to it's growing team. In this role, the Compliance Associate (more...)
Company: STIFEL
Location: Saint Louis
Posted on: 05/30/2020


Appointment Setter Telemarketing Associate
Description: We are actively seeking customer service and appointment setting representatives. Your primary responsibility is to supply specialized assistance to our current client base. In this position, you will (more...)
Company: Morani Enterprise
Location: Saint Charles
Posted on: 05/31/2020

OPTIONS ASSOCIATE III
Description: JOB SUMMARYThe Options Associate III is responsible for supporting the options business at the Firm. This role is required to have working knowledge of options in order to educate and assist Financial (more...)
Company: STIFEL
Location: Saint Louis
Posted on: 05/30/2020

Fidelity Investments: Financial planning
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. Virtually (more...)
Company: Fidelity Investments
Location: Chesterfield
Posted on: 05/30/2020

Fidelity Investments: Personal financial advisor
Description: Job Description: APPLY. HIRING IMMEDIATELY This role is available for hire now and to
Company: Fidelity Investments
Location: Jefferson City
Posted on: 05/30/2020

Consumer Credit Senior Associate - Portfolio Analytics & Business Insights
Description: Job DescriptionImportant Note: During the application process, ensure your contact information email and phone number is up to date and upload your current resume when submitting your application for (more...)
Company: Wells Fargo
Location: Saint Louis
Posted on: 05/31/2020

Financial Advisor
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. Virtually (more...)
Company: Fidelity Investments
Location: Chesterfield
Posted on: 05/30/2020

SENIOR TREASURY DEPOSIT SPECIALIST
Description: SUMMARYAt Stifel Bank, you will have the opportunity to create a lasting connection with customers by providing outstanding, personalized service. In this role, the Senior Treasury Deposit Specialist (more...)
Company: STIFEL
Location: Saint Louis
Posted on: 05/31/2020

Log In or Create An Account

Get the latest Missouri jobs by following @recnetMO on Twitter!

Chesterfield RSS job feeds