SarasotaFLRecruiter
the smart solution for Sarasota jobs

Financial Planner

Company: Fidelity Investments
Location: Sarasota
Posted on: December 3, 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 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! 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 , Financial Planner, 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


Financial Advisor
Description: Prepare yourself for a brand new career - one where your success is completely in your hands. Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United (more...)
Company: Edward Jones
Location: Tampa
Posted on: 12/17/2018

Accounting Clerk
Description: The Crown Automotive Group has an immediate opening for an experienced, detail-oriented Accounting Team Member for a Billing position that we have open for our Crown Buick-Crown Hyundai locations. Duties (more...)
Company: Crown Automotive
Location: Saint Petersburg
Posted on: 12/17/2018

Accountant, Associate
Description: Department: Finance Accounting br Reports to: Sr. Mgr, Accounting br Location: Tampa Henderson Rd br br Responsible for day to day activities of accounting for lower risk and less complex (more...)
Company: WellCare
Location: Tampa
Posted on: 12/16/2018


Accountant, Associate
Description: Department: Finance Accounting Reports to: Sr. Mgr, Accounting Location: Tampa Henderson Rd Responsible for day to day activities of accounting for lower risk and less complex transactions and account (more...)
Company: Wellcare
Location: Tampa
Posted on: 12/16/2018

Current College Students - Business (Finance, Accounting, Economics) Tutor (more than $1k+/mo)
Description: Varsity Tutors is looking to contract with tutors to connect with clients across a variety of academic subjects and major test prep through Varsity Tutors' platform. There are many benefits of tutoring (more...)
Company: Varsity Tutors
Location: Saint Petersburg
Posted on: 12/16/2018

Financial Advisor
Description: Job DescriptionFinancial Advisor Training Program Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based (more...)
Company: Ameriprise Financial
Location: Saint Petersburg
Posted on: 12/16/2018

Experienced Tax Advisor - Block Advisors
Description: Experienced Tax Advisor - Block Advisors Seeking growth oriented, experienced Tax Preparers/Advisors to join our network of professionals, serving clients with diverse tax and business services needs (more...)
Company: H&R BLOCK
Location: Palm Harbor
Posted on: 12/17/2018

Part-Time Evening Trash Collection - Pickup Truck Required
Description: We are actively hiring and have immediate openings in the Naples and Bonita Springs area for Service Valets. Must own an open bed pickup truck to qualify. br If you are looking for a Part-Time job to (more...)
Company: Valet Living
Location: Bonita Springs
Posted on: 12/17/2018

Senior Audit Analyst (Strong Rotation Development Program)
Description: Senior Audit Analyst will work in a team environment to audit U.S.-based operations, international company subsidiaries, strategic initiatives, critical business processes and key third-party outsourcing (more...)
Company: Affinity Executive Search
Location: Tampa
Posted on: 12/17/2018

Audit Senior Associate
Description: Our team: Our employees play a significant role in building a better working world for our people, for our clients and for our local communities. We are committed to providing an entrepreneurial environment, (more...)
Company: CS&L CPAs
Location: Bradenton
Posted on: 12/17/2018

Log In or Create An Account

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

Sarasota RSS job feeds