WashingtonRecruiter Since 2001
the smart solution for Washington DC jobs

Financial Planning

Company: Fidelity Investments
Location: Mc Lean
Posted on: May 24, 2020

Job Description:

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 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 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 Staff Accountant, Bookkeeper, and Retail Sales Representative and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Washington DC , Financial Planning, Other , Mc Lean, DC

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Biometrics / Identity and All Source Analysts with Security Clearance
Description: Looking for All Source Analyst Biometrics / Identity Intelligence
Company: Cyntel Technologies LLC
Location: Charlottesville
Posted on: 05/28/2020

Systems Engineer with Security Clearance
Description: Title: Systems Engineer Senior-Level Location: WMA - Washington Metropolitan Area McIntire Solutions, LLC is inviting a Systems Engineer Senior-Level to join our team in WMA - Washington Metropolitan (more...)
Company: McIntire Solutions
Location: Chantilly
Posted on: 05/28/2020

Project Coordinator (Scheduler) with Security Clearance
Description: Your primary responsibilities will be to plan, execute, and close projects that meet or exceed customer objectives. Create project objectives, build project
Company: Anonymous Employer
Location: Charlottesville
Posted on: 05/28/2020


Licensed Medicare Insurance Sales - Remote
Description: If you've sold Life, Health under 65 , or Auto Insurance before, you'll want to consider this unique sales opportunity.Believe it or not, Assurance's top 2019 Medicare agents during the Annual Election (more...)
Company: ASSURANCE Independent Agents
Location: Charlottesville
Posted on: 05/28/2020

Instacart: Grocery delivery (car required)
Description: FULL-SERVICE SHOPPER Why shop and deliver with Instacart Instacart is the North American leader in grocery delivery. We strive to help make grocery delivery effortless, affordable, and accessible to (more...)
Company: Instacart
Location: Leesburg
Posted on: 05/28/2020

Security Administrator - Developmental Level 735-0132 with Security Clearance
Description: Responsibilities: Security Administration Support personnel shall work on groups of cases within one or more of the customer's personnel security processing components. The Security Administrators (more...)
Company: CenCore LLC
Location: Chantilly
Posted on: 05/28/2020

Security Control Assessor III - CS with Security Clearance
Description: A Security Control Assessor SCA is a security professional that provides information security Assessment and Authorization A A support throughout a program's lifecycle to Shall and Government facilities (more...)
Company: gTANGIBLE Corporation
Location: Chantilly
Posted on: 05/28/2020

Lot Associate
Description: Job Description Lot Associates assist customers with the loading of their vehicles and also monitor
Company: The Home Depot
Location: Leesburg
Posted on: 05/28/2020

Assistant Salon Manager - 5th Street Station
Description: Assistant Salon Manager Got shears and a winning attitude Have a yearning to earn and a desire to support other stylists Then let s talk Maybe you re a stylist who wants
Company: Great Clips
Location: Charlottesville
Posted on: 05/28/2020

Bid On Local Remodeling Jobs - Reach New Customers In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Charlottesville
Posted on: 05/28/2020

Log In or Create An Account