the smart solution for Chesterfield jobs

Financial Consultant - Chesterfield, MO

Location: Chesterfield
Posted on: May 17, 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 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 itThe 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 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 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. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences.
        Employer is an equal opportunity employer.

Keywords:, Chesterfield , Financial Consultant - Chesterfield, MO, Accounting, Auditing , Chesterfield, Missouri

Click here to apply!

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

I'm looking for
in category

Other Accounting, Auditing Jobs

Tax Professional Assistant
Description: The Tax Preparer Assistant will assist tax preparers by starting and closing the tax interview. Begin the tax return by entering client
Company: H&R BLOCK
Location: Springfield
Posted on: 05/25/2019

Senior Accountant, Financial Reporting
Description: The Financial Reporting Department within Canadian Finance is responsible for the Firm's month-end close process, management reporting, financial statements, and ensuring that there are appropriate internal (more...)
Company: Edward Jones
Location: Saint Louis
Posted on: 05/26/2019

Experienced Tax Preparers
Description: Experienced Full-Time Tax PreparerSuccessful candidates for Experienced Full-Time Tax Preparer positions, which are available in the firm's Columbia and Jefferson City offices, will possess three to five (more...)
Company: Williams-Keepers
Location: Columbia
Posted on: 05/26/2019

Senior Event Producer
Description: SENIOR EVENT PRODUCER St. Louis, Missouri-based EVNTIV, an innovative event planning and entertainment agency is looking for an industry leader with 4 years experience in planning and executing events, (more...)
Company: Evntiv.
Location: Saint Louis
Posted on: 05/26/2019

Sr. Accountant
Description: POSITION SUMMARY br br This position will be responsible for preparing and loading month end journal entries to record Payroll and Employee related entries. This role will also be responsible for (more...)
Company: Express Scripts
Location: Saint Louis
Posted on: 05/25/2019

Financial Analysis Specialist
Description: The Financial Analysis Specialist will be responsible for partnering with the Director, Financial Analysis in financial and analytic support of key strategic initiatives. This position will directly impact (more...)
Company: Express Scripts
Location: Saint Louis
Posted on: 05/25/2019

Senior Manager of Compensation
Description: The Company TricorBraun was founded in 1902 by Samuel Kranzberg in St. Louis as a used-bottle company. Throughout the 100 plus years of service, the company has evolved by successfully acquiring and integrating (more...)
Company: TricorBraun
Location: Saint Louis
Posted on: 05/25/2019

Senior Analyst
Description: A.V. Powell Associates LLC is a firm of actuaries, accountants, and health care consultants who specialize in research and consulting in the Life Plan Communities/Continuing Care Retirement Communities (more...)
Company: A.V. Powell & Associates
Location: Saint Louis
Posted on: 05/25/2019

Financial Business Analyst
Description: .The Senior Business Analyst will elicit functional objectives from the customer's business subject matter experts and create detailed system specifications for software development. The successful candidate (more...)
Company: Delviom LLC
Location: Saint Louis
Posted on: 05/26/2019

Block Advisors Tax Advisor Assistant
Description: Block Advisors Tax Advisor Assistant The Tax Advisor Assistant position supports an assigned Tax Advisor while learning the complexities of the tax business and developing skills to successfully serve
Company: H&R BLOCK
Location: Saint Louis
Posted on: 05/25/2019

Log In or Create An Account

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

Chesterfield RSS job feeds