SarasotaFLRecruiter
the smart solution for Sarasota jobs

Personal Financial Advisor

Company: Fidelity Investments
Location: Sarasota
Posted on: September 8, 2018

Job Description:

We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance and mentorship. The Expertise We're Looking For

  • A college degree is encouraged yet not required
  • We feel customer service, sales, phone or financial services experience will prepare you for this role
  • Banking, insurance, or financial experience is an excellent addition to your experience
  • We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a multi-talented expert for compliance and all front lobby transactions, you will partner and contribute to branch success by identifying sales opportunities. The Skills You Bring
    • Superb interpersonal skills and passion to engage with customers
    • An aptitude for sales to dedicatedly identify leads
    • Remarkable attention to detail and ability to prioritize
    • Computer literacy and experience working with multiple applications at once The Value You Deliver
      • A vital member of the team, you are offering support to Fidelity's most wealthy and valuable clients daily
      • By identifying leads and making effective introductions, you are directly impacting the success of the branch
      • Your efforts will be valued by clients and you will find working with those clients a rewarding experience
      • As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions. 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, Sarasota , Personal Financial Advisor, Accounting, Auditing , Sarasota, Florida

        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


Senior Financial Analyst
Description: Job Description Are you a driven finance professional looking for a highly visible and fun career opportunity with a growing company in the Tampa Bay area Well, this position could be for you We are (more...)
Company: Taylor White
Location: Tampa
Posted on: 09/21/2018

Preset Appointments! Financial Sales! Big Bucks!
Description: We do NOT merely save small business owners money on their merchant credit card processing fees.
Company: Colorado Protection, LLC - zipCCfees
Location: Tampa
Posted on: 09/21/2018

Group Accounting Supervisor - Orlando/LittleLake Bryan CY (18002KQ2)
Description: Heres To Your Journey with Courtyard With more than 330 managed locations in more than 20 countries Courtyard by Marriott offers a refreshing environment that helps guests stay connected and balanced. (more...)
Company: Marriott International
Location: Lakeland
Posted on: 09/21/2018


Financial Aid Officer
Description: Financial Aid Officer 13 br Everglades University is a regionally accredited, non-profit, rapidly growing University in Sarasota Florida seeking a Financial Aid Officer with financial aid experience (more...)
Company: EVERGLADES UNIVERSITY
Location: Sarasota
Posted on: 09/21/2018

Business Risk Services - Attest Services IT Audit Sr. Associate
Description: Grant Thornton is collaborative, entrepreneurial and on the move. As part of a dynamic global organization of 47,000 people serving clients in more than 140 countries, we have the agility and focus it (more...)
Company: Grant Thornton
Location: Tampa
Posted on: 09/23/2018

General Accountant / Group Billing - Gaylord (18001TX6)
Description: Heres To Your Journey with Gaylord Gaylord Hotels is a multi-location hospitality brand guided by a single focus: extraordinary meetings and conventions. From guest rooms and meeting space, to entertainment (more...)
Company: Marriott International
Location: Kissimmee
Posted on: 09/23/2018

Financial Solutions Senior Analyst (Counterparty Credit Risk) - AVP
Description: Primary Location: United States,Florida,Tampa Education: Bachelor's Degree Job Function: Finance Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: No Job ID: 18057425 Description (more...)
Company: Citi
Location: Tampa
Posted on: 09/23/2018

CMO - Issuer Services - In Business Risk and Controls Officer
Description: Primary Location: United States,Florida,Tampa Education: Bachelor's Degree Job Function: Product Management Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: No Job ID: 18061656 (more...)
Company: Citi
Location: Tampa
Posted on: 09/23/2018

Accountant-Advanced
Description: RESPONSIBILITIES:Kforce is assisting a client in the Tampa, Florida FL area who is seeking an advanced Accountant. br br Responsibilities:
Company: Kforce
Location: Tampa
Posted on: 09/23/2018

Billing Data Analyst
Description: As a Billing Data Analyst, you will have the opportunity to provide data analysis to support, compile and report key information for billing operations and our overall revenue cycle objectives. This is (more...)
Company: Mommy Jobs On Line
Location: Bonita Springs
Posted on: 09/21/2018

Log In or Create An Account


Find us on Facebook

Find us on LinkedIn

Get the latest Florida jobs by following @recnetFL on Twitter!

Sarasota RSS job feeds