CincinnatiOHRecruiter Since 2001
the smart solution for Cincinnati jobs

Financial Relationship Consultant

Company: Fidelity Investments
Location: Cincinnati
Posted on: May 24, 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 We welcome those with experience in jobs such as Residential Real Estate Agent, Payroll Specialist, and Home Buyer s Consultant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Cincinnati , Financial Relationship Consultant, Other , Cincinnati, Ohio

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Lot Associate
Description: Job DescriptionLot Associates assist customers with the loading of their vehicles and also monitor and maintain
Company: The Home Depot
Location: Indianapolis
Posted on: 05/31/2020

LPN / Paramedic
Description: Job Description 2,000 Sign On Bonus Paid after 30 days of continued
Company: Grifols
Location: Indianapolis
Posted on: 05/31/2020

Direct Support Professional (DSP) in Bloomington and surrounding areas
Description: Description Direct Support Professional DSP in Bloomington and surrounding areasPrimary Location: United States-IN-INBloomingtonFunction:Direct Support Professional Caregivers Full Time, Part Time (more...)
Company: The MENTOR Network
Location: Indianapolis
Posted on: 05/31/2020


Landscape Crew Leader
Description: Description: br The opportunity is here, connect with something bigger and make an impact on those we serve. Contribute to something truly great through imagining, creating, and nurturing exceptional (more...)
Company: Outdoor Environments Group LLC
Location: Indianapolis
Posted on: 05/31/2020

LPN / Paramedic
Description: Job Description: 2,000 Sign On Bonus Paid after 30 days of continued employment For more information call or text Brian at: 501 605 6923 or Email at: Brian.Cullan Grifols.com Center Medical Specialist (more...)
Company: Grifols
Location: Indianapolis
Posted on: 05/31/2020

SURFACE WARFARE OFFICER
Description: Americas Navy has the most modern, advanced fleet of ships in the entire world. Surface Warfare Officers SWOs are trained extensively to maintain and operate these ships, their crews and their systems. (more...)
Company: US Navy
Location: Indianapolis
Posted on: 05/31/2020

MILITARY INTELLIGENCE
Description: The success and safety of every mission depends on getting needed supplies, materials and equipment at a moments notice. The service members of the Purchasing, Supply Logistics community make sure Americas (more...)
Company: US Navy
Location: Indianapolis
Posted on: 05/31/2020

Lot Associate
Description: Job DescriptionLot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance
Company: The Home Depot
Location: Indianapolis
Posted on: 05/31/2020

Mortgage Loan Officer
Description: Location: Indianapolis, IN Location: Danville, IN Description The Mortgage Loan Officer position provides Simply the Best customer service to each customer at all times. Responsibilities include using (more...)
Company: Huntington
Location: Indianapolis
Posted on: 05/31/2020

SUBMARINE ELECTRONICS
Description: The most secretive of Navy vessels, a submarine requires a select community of specially trained professionals to operate its classified, highly advanced hardware. The Sailors in the Submarine Electronics (more...)
Company: US Navy
Location: Indianapolis
Posted on: 05/31/2020

Log In or Create An Account

Get the latest Ohio jobs by following @recnetOH on Twitter!

Cincinnati RSS job feeds