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Fidelity Investments is a privately held company with a mission. Fidelity Investments is an equal opportunity employer. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
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In this role you will work directly with clients to help them make investment decisions that are in their best interest. You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each.
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We assist companies and non-profit organizations in delivering benefits to their employees. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA. Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire.
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Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
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Certifications: Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent.
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Please see below for the salary range for work locations in Washington only: N/A Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
$58,000 - $62,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA. Certified Financial Planner / CFP. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
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Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA. Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
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Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA. Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity.
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Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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Certifications: Series 07 – FINRA, Series 63 – FINRA, Series 66 – FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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Series 07 - FINRA, Series 63 - FINRA. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.
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Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
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Title: investment consultant Company: Fidelity Investments
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