Jobs
>
Naples

    Investments Operations Consultant - East Naples, FL, United States - Fidelity Investments

    Fidelity Investments
    Fidelity Investments East Naples, FL, United States

    3 weeks ago

    Fidelity Investments background
    Sales
    Description

    Job Description:Financial Consultant

    If 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.

    The Purpose of Your Role

    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.

    The Expertise We're Looking For

    • Previous success in building relationships, uncovering needs and recommending solutions
    • FINRA Series 7 & 63 licensed; Series 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
    • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

    The Skills You Bring

    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
    • Being coachable, collaborative, and curious are your "go to" attributes
    • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
    • Motivated by results and finding solutions, you take initiative and exceed customer expectations
    • Extensive knowledge of investment solutions

    Our Investments in You

    Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. 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. 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

    The Value You Deliver

    • 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

    Certifications:

    Series 07 - 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. 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.

    Join Us

    At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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.

    Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

    At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. 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. 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.

    We invite you to Find Your Fidelity at

    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. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.


    We welcome those with experience in jobs such as Retail Sales Representative, Payroll Specialist, and Accounts Receivable Clerk and others in the Accounting and Finance to apply.
  • Collier County, FL

    Management Analyst I

    1 week ago

    Collier County, FL Naples, United States

    **Job Summary**: · The Road, Bridge, and Stormwater Maintenance Division is seeking a self-starting and detail-oriented individual to join our team as a Management Analyst I. This position performs highly responsible professional, technical, analytical work involving systems, ope ...

  • Actalent

    Front End Medical Assistant

    1 week ago

    Actalent Naples, United States Full time

    Job Title: Front End Medical Assistant · Job Description · We are seeking a dedicated Front End Medical Assistant comfortable with working in a fast-paced oncology center. Your responsibilities will include checking patients in, answering phones, scheduling patients, and recordin ...

  • DeVoe Buick GMC

    Automotive Sales Associate

    2 weeks ago

    DeVoe Buick GMC Naples, United States

    **DeVoe Buick GMC is looking for full time Sales Associates.** · This is a rare opportunity to join a family owned and operated dealership that has been serving the Naples community for over 55 years. We provide a competitive salary and benefits package, training, and an inclusiv ...

  • Eclipse Innovations

    Commercial clerk

    2 days ago

    Eclipse Innovations Neapolis, United States

    About the Company · The Stadtwerke Esslingen is a competent service provider and innovative partner in the Neapolis region. We supply around [number] people in the city of Esslingen and surrounding partner municipalities with drinking water, natural gas, heat, and green electrici ...

  • Skyline Solutions

    Azure Cloud Architect for Security Management in an IT Start-up

    2 days ago

    Skyline Solutions Neapolis, United States

    About the Company · We are a dynamic IT cloud startup that provides consulting and implementation services for our clients. Our core competencies lie in the areas of Microsoft Azure, Amazon AWS, and Office 365. Many well-known companies are already part of our customer base and t ...

  • Collier County, FL

    Supervisor - Landscaping - Tms

    1 week ago

    Collier County, FL Naples, United States

    **Job Summary**: · The Transportation Management Services Department, Road, Bridge, and Stormwater Maintenance Division is seeking a highly motivated individual to join our team as the Supervisor for Landscape Operations. This position performs supervisory, administrative, and ge ...

  • Path Light Pro

    Stormwater Area Supervisor

    3 days ago

    Path Light Pro Naples, United States

    : · Are you someone who appreciates the outdoors, is detail-oriented, and enjoys leading? Path Light Pro is seeking a dynamic and talented **Full-Time Stormwater Area Supervisor **to join our team Our client-focused firm has a strong culture rooted in trust, integrity, profession ...

  • Guidant Financial

    Financial Advisory Manager

    3 days ago

    Guidant Financial Naples, United States

    **This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA** · **The wage for this position is between $110,000 - $120,000 annually** · Are you ...

  • Cricket Wireless Authorized Retailer

    Store Manager

    4 days ago

    Cricket Wireless Authorized Retailer Naples, United States

    : · Blue Fig USA is an authorized independent retailer of Cricket Wireless with corporate headquarters in Orlando, FL. With over 90 locations throughout the state, Blue Fig champions the corporate mission and message of a premium customer experience, every customer, every time. E ...

  • Access

    Sales Manager

    4 days ago

    Access Naples, United States

    Access your potential Work with us to create and deliver shared experiences that inspire people. And have a lot of fun doing it · We're looking for a Sales Manager in the Naples, FL area - this position will be onsite at one of our fantastic client hotels in the area · **About th ...

  • Horizon Ventures

    Technical customer service representative

    3 weeks ago

    Horizon Ventures Naples Park, United States

    About Us · We, NetCologne IT Services, are a subsidiary of the regional telecommunications provider NetCologne. As a reliable strategic partner from Cologne, we provide companies and schools with innovative IT and telecommunications technologies and offer them advanced solutions ...

  • Premier Inpatient Partners, LLC

    Internal Medicine Physician

    2 weeks ago

    Premier Inpatient Partners, LLC Naples, United States

    Hospital Medicine practiced the right way · Premier Inpatient Partners is seeking Full-Time Nocturnists to join its continuously expanding practice in Naples, Florida. · Position Overview · Be part of the change - Have a say in clinical pathways and protocols · Block Scheduling ( ...

  • College Internship Program Inc

    National Enrollment Specialist

    2 weeks ago

    College Internship Program Inc Lee, United States

    **NATIONAL ENROLLMENT SPECIALIST** · **Position Status: Remote; 25% Travel and must reside within close proximity to the Bloomington, Indiana center or be willing to relocate near the Bloomington, Indiana center.** · **A Day in the Life**: · A National Enrollment Specialist (NES) ...

  • Focus Staff

    Travel Interventional Radiology Technologist

    3 weeks ago

    Focus Staff Naples, FL, United States

    Focus Staff is seeking a travel Interventional Radiology Technologist for a travel job in Naples, Florida. · Job Description & Requirements · Specialty: Interventional Radiology Technologist · Discipline: Allied Health Professional · Start Date: 05/20/2024 · Duration: 13 weeks · ...

  • GenesisCare

    physician assistant

    2 weeks ago

    GenesisCare Naples, FL , USA, United States

    At GenesisCare we want to hear from people who are as passionate as we are about innovation and working together to drive better life outcomes for patients around the world. · Surgical Physician Assistant · About this opportunity: Southwest Florida Breast Surgery: Specializing in ...

  • TSR Consulting

    Clinical Research Specialist- IIR

    3 weeks ago

    TSR Consulting Naples, United States

    About TSR: · TSR is a relationship-based, customer-focused IT and technical services staffing company. · For over 40 years TSR, Inc. and its wholly owned subsidiary, TSR Consulting Services, have prospered in the Information Technology staffing business, earning the respect of co ...

  • GenesisCare

    Physician Assistant

    2 weeks ago

    GenesisCare Naples, FL, United States

    Physician Assistant · At GenesisCare we want to hear from people who are as passionate as we are about innovation and working together to drive better life outcomes for patients around the world. · Surgical Physician Assistant · About this opportunity: Southwest Florida Breast Su ...

  • TSR Consulting

    Clinical Data Supervisor

    3 weeks ago

    TSR Consulting Naples, United States

    About TSR: · TSR is a relationship-based, customer-focused IT and technical services staffing company. · For over 40 years TSR, Inc. and its wholly owned subsidiary, TSR Consulting Services, have prospered in the Information Technology staffing business, earning the respect of co ...

  • TSR Consulting

    Clinical Data Supervisor

    1 week ago

    TSR Consulting Naples, United States

    About TSR: · TSR is a relationship-based, customer-focused IT and technical services staffing company. · For over 40 years TSR, Inc. and its wholly owned subsidiary, TSR Consulting Services, have prospered in the Information Technology staffing business, earning the respect of co ...

  • Kw Property Management Limited

    Vice President of Association Management

    2 weeks ago

    Kw Property Management Limited Naples, United States

    The ideal candidate will be responsible for the overall Food & Beverage business operation for the SW FL Region. You will provide the vision and strategic leadership to drive resident and employee satisfaction through the delivery of best-in-class dining and hospitality experienc ...