DaytonRecruiter
the smart solution for Dayton jobs

Financial Investment Consultant

Company: Fidelity Investments
Location: Dayton
Posted on: September 15, 2018

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 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 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 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 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. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, Dayton , Financial Investment Consultant, Accounting, Auditing , Dayton, Ohio

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


Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney - Seasonal
Description: Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Columbus
Posted on: 09/23/2018

Tax Expert - CPA, Enrolled Agent or Practicing Attorney Seasonal Remote
Description: Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Columbus
Posted on: 09/25/2018

Virtual Tax Professional - CPA, Enrolled Agent or Attorney
Description: Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Cincinnati
Posted on: 09/25/2018


Tax Expert - CPA, Enrolled Agent or Practicing Attorney Seasonal Remote
Description: Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Dayton
Posted on: 09/25/2018

Federal Tax Manager
Description: Job SummaryA Senior Manager is a critical member of the local tax office team, providing thought leadership to the partner group while actively developing and mentoring staff, seniors and managers. This (more...)
Company: Crowe
Location: Indianapolis
Posted on: 09/25/2018

Credentialed Tax Advisor - CPA, Enrolled Agent or Attorney - Seasonal
Description: Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Cincinnati
Posted on: 09/23/2018

Credentialed Tax Professional - CPA Enrolled Agent or Attorney - Seasonal Remote
Description: Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Dayton
Posted on: 09/25/2018

Senior Subcontracts Administrator with Security Clearance
Description: Description: The Senior Subcontracts Administrator will prepare complex subcontracts, task orders and change orders. Document subcontract file in compliance with company Policies and Procedures and approved (more...)
Company: MacAulay-Brown Inc
Location: Dayton
Posted on: 09/25/2018

Financial Customer Representative
Description: Do you enjoy helping others Are you the go to person at work or in your community Would your friends and family describe you as friendly and resourceful We really should talk. br The Expertise Were (more...)
Company: Fidelity Investments
Location: Covington
Posted on: 09/23/2018

Virtual Tax Professional - CPA, Enrolled Agent or Attorney
Description: Overview Join Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Columbus
Posted on: 09/23/2018

Log In or Create An Account


Find us on Facebook

Find us on LinkedIn

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

Dayton RSS job feeds