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beBee Handyman Onaga, KS, United States FreelanceIn a short time, I will be receiving an inheritance from the UK and money from the sale of a house in the UK. I need to know how to proceed with taxes in both countries, etc.How do you feel about managing and organizing your finances? · I am not comfortable with my finances. · Wh ...
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beBee Handyman St. Marys, KS, United States FreelanceI am a 22-year-old individual from St. Marys, KS. I currently have investments in peer-to-peer lending platforms and Estate Guru, but I am interested in investing in ETFs or other recommended options. I do not have much knowledge in this area, so I would like to have a financial ...
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Financial advisor
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Neptune Enterprises Point of Rocks, MD, United States FreelanceOur company specializes in services related to capital investments in investment funds. After the initial consultation, we provide continuous and long-term support for our clients and their investment portfolios. We are currently seeking a dynamic and motivated full-time colleagu ...
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beBee Handyman Centralia, KS, United States FreelanceI have a mortgage with UCI, which is backed by a main house that has already been sold. I need to sell it to avoid losing it.How do you feel about managing and organizing your finances? · I need to pay off a mortgage. · What stage are you at in your professional career? · Mid-lev ...
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beBee Handyman Melvern, KS, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Melvern, KS:How do you feel about managing and organizing your finances? · I am not comfortable with my finances · What stage are you at in your professional career? · Mid-level · What is your annual income ...
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beBee Handyman Brownell, KS, United States FreelanceWe are looking for a financial advisor in Brownell, KS to help us reorganize our economy. Our goal is to invest our frozen retirement plan in a secure fund and also discuss the topic of cryptocurrencies.How do you feel about managing and organizing your finances? · Lack of knowle ...
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beBee Handyman Caldwell, KS, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Caldwell, KS:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Mid-level · What are your annua ...
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beBee Handyman Home, KS, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Home, KS:How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them · What stage are you at in your professional career? · Retirement is approaching · What ty ...
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beBee Handyman Louisburg, KS, United States FreelanceI am in need of a Financial Advisor with the following characteristics in Louisburg, KS:How do you feel about managing and organizing your finances? · I am not comfortable with my finances · What stage are you at in your professional career? · Beginner / junior · What is your ann ...
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beBee Handyman Whitehaven, MD, United States FreelanceI am scheduling an appointment for my husband, as we want to improve our family's financial health and obtain investment funds. Our main goal is to receive guidance and assistance in managing and optimizing our money to avoid ending up with zero at the end of the month. We also w ...
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beBee Handyman Great Bend, KS, United States FreelanceI am renting a space and an outside investor wants to buy not only the space where I work, but also the surrounding spaces. I assume they want to set up a large commercial business in that area. The problem is, I have 10 years left until retirement and that space is all I have. I ...
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Texas Trust Credit Union Arlington, United StatesLPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Texas Trust Credit Union in Arlington/Dallas, TX would allow you to join Texas Trust Credit Union as a Financial Advisor ...
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Atria Wealth Solutions Fairfax Station, United StatesThrough its relationship with CUSO Financial Services, LP (CFS) Apple Federal Credit Union is seeking a Financial Advisor to join their team in the Fairfax, VA area. · Job Title: Financial Advisor · Company: Apple Federal Credit Union · Location: Fairfax VA · We are seeking a ...
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PNC Financial Services Group Washington, United StatesJob Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...
Wealth Financial Advisor - Ashburn, VA, United States - Fidelity Investments
Description
Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.
Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry.
At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand.
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.
Previous success in building relationships, uncovering needs and recommending solutionsSeries 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Extensive knowledge of investment solutions
Our Investments in You
And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
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.
And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.
Certain roles may require candidates to go through a preliminary credit check during the screening process.Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role. Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.We welcome those with experience in jobs such as Billing and Posting Clerk, Accounts Receivable Clerk, and Accountant and others in the Accounting and Finance to apply.
