PortsmouthRecruiter Since 2001
the smart solution for Portsmouth jobs

Financial Advisor

Company: Fidelity Investments
Location: Portsmouth
Posted on: December 5, 2019

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 strategiesThe 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 itThe Purpose of Your RoleWe 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 needsThe 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 investmentsHow Your Work Impacts the OrganizationWorking 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. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.
        Associated topics: bond, brokerage, commodities, derivatives, ira, invest, market, securities broker, stock, trader

Keywords: Fidelity Investments, Portsmouth , Financial Advisor, Other , Portsmouth, Virginia

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Petroleum Supply Specialist (92F)
Description: 92F Petroleum Supply Specialist Job ID: 1168655 Job Views: 17 Location: VIRGINIA BEACH, Virginia, United States ZIP Code: 23451 Job Category: Supply and Logistics Posted: 12.06.2019 Age Requirements: (more...)
Company: Army National Guard
Location: Virginia Beach
Posted on: 12/10/2019

Travel Operating Room Nurse (OR RN), New Hampshire
Description: Travel Operating Room Nurse OR RN New Hampshire Location: New Hampshire Start Date: 12/8/2019 Shift Details: 8H Days 7:00 AM-3:00 PM 40 hours
Company: Triage Staffing
Location: Virginia Beach
Posted on: 12/10/2019

Hiring Benefit Specialist at Home TODAY !
Description: Be part of a Health and Dental Benefits Discount company and assist people to save on their Healthcare
Company: MAH Benefits
Location: Virginia Beach
Posted on: 12/10/2019


Temporary Jobs - Drive with Lyft - Make $1000 in your First Month, Gua
Description: What is Lyft Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to be a Lyft driver is the perfect opportunity for you to set your own schedule and be (more...)
Company: Lyft
Location: Virginia Beach
Posted on: 12/10/2019

Night Shift Jobs - Drive with Lyft - Make $1000 in your First Month, G
Description: What is Lyft Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to be a Lyft driver is the perfect opportunity for you to set your own schedule and be (more...)
Company: Lyft
Location: Virginia Beach
Posted on: 12/10/2019

Indirect Fire Infantryman (11C)
Description: 11C Indirect Fire Infantryman Job ID: 1168626 Job Views: 16 Location: VIRGINIA BEACH, Virginia, United States ZIP Code: 23451 Job Category: Ground Forces Posted: 12.06.2019 Age Requirements: Must be between (more...)
Company: Army National Guard
Location: Virginia Beach
Posted on: 12/10/2019

Work from Home Benefits Specialist
Description: America's 1 Consumer Driven Healthcare and Dental Benefits Discount Company is looking for motivated leaders who will lead the way in Health Care industry for
Company: MAH Benefits
Location: Virginia Beach
Posted on: 12/10/2019

CDL-A Owner Operator Truck Driver
Description: New drivers are now eligible for 2,500 in sign-on incentives TransAm Trucking, a leading refrigerated carrier, has owner operator truck driver opportunities available now for CDL-A drivers Apply today (more...)
Company: Trans AM Trucking
Location: Norfolk
Posted on: 12/10/2019

Holiday Jobs - Drive for Lyft, Make $1000 in your First Month, Guarant
Description: What is Lyft Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to be a Lyft driver is the perfect opportunity for you to set your own schedule and be (more...)
Company: Lyft
Location: Virginia Beach
Posted on: 12/10/2019

Want A Quick $300 Today?
Description: 1 Enter Email 2
Company: Part-Time-Cash
Location: Virginia Beach
Posted on: 12/10/2019

Log In or Create An Account

Get the latest Virginia jobs by following @recnetVA on Twitter!

Portsmouth RSS job feeds