Financial Consultant - San Gregorio - Fidelity Investments

    Fidelity Investments
    Fidelity Investments San Gregorio

    1 day ago

    Full time $70,000 - $140,000 (USD) per year *
    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

    The base salary range for this position is $60,000 - $75,000 per year.

    Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

    Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

    We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. 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. Note, the application window closes when the position is filled or unposted.

    Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Certifications:

    Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

    Category:

    Sales
    * This salary range is an estimation made by beBee
  • Work in company

    Associate Business Operations Analyst

    Only for registered members

    Are you looking for a career in a dynamic and innovative company that values versatility, growth, and teamwork? Look no further than Delek US Holdings · WHAT IS DELEK? WHAT DO WE DO? · We are a boutique-sized diversified downstream energy company with a range of assets, including ...

    El Dorado $58,000 - $92,000 (USD) per year Full time

    3 days ago

  • Work in company

    Online Order Filling Team Associate

    Only for registered members

    The Online Order Filling associates have one focus: to fill and dispense online orders. · Locate, prepare and package merchandise for accuracy of orders prior to pick up. · Makes appropriate product substitutions and consult with the customer as needed to ensure satisfaction. · ...

    El Dorado $14 - $27 (USD)

    1 month ago

  • Work in company

    Subcontracts Manager

    Only for registered members

    Responsible for the leadership and management of subcontracts activities undertaken by a project subcontracts engineering and/or quantity surveying team and ensuring successful outcome in line with project requirements. · ...

    El Dorado

    3 weeks ago

  • Work in company

    Relationship Banker I

    Only for registered members

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

    El Dorado $34,056 - $40,316 (USD)

    3 days ago

  • Work in company

    Store Lead

    Only for registered members

    Directs and guides members of management and hourly associates on proper customer service approaches and techniques by modeling excellent customer service for example tour to teach ensuring customer needs complaints and issues are successfully resolved within company guidelinesan ...

    El Dorado $80,000 - $100,000 (USD) Full time

    2 weeks ago

  • Work in company

    PT00013 PRN Physical Therapy Asst

    Only for registered members

    Job Details · Description · Position Summary · Assists in managing daily operations of the department. Provides physical therapy treatments to patients from all age groups as developed by the Physical Therapist. Contributes to the development of the department. Works closely with ...

    El Dorado

    2 days ago

  • Work in company

    Occupational Therapist

    Only for registered members

    Explore opportunities with South Arkansas Home Health, a part of LHC Group, a leading post-acute care partner for hospitals, physicians and families nationwide. As members of the Optum family of businesses, we are dedicated to helping people feel their best, including our team me ...

    El Dorado $34.23 - $61.15 (USD)

    1 week ago

  • Work in company

    Relationship Banker I

    Only for registered members

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

    El Dorado $34,056 - $40,316 (USD) Full time

    3 days ago

  • Work in company

    PT00003 Physical Therapy Asst PRN

    Only for registered members

    Assists in managing daily operations of the department. Provides physical therapy treatments to patients from all age groups as developed by the Physical Therapist. · ...

    El Dorado

    1 month ago

  • Work in company

    Patient Access Representative

    Only for registered members

    **This is an on-site role in El Dorado, AR.*** · Welcome to Ovation Healthcare · At Ovation Healthcare, we've been making local healthcare better for more than 40 years. Our mission is to strengthen independent community healthcare. We provide independent hospitals and health sys ...

    El Dorado $32,000 - $48,000 (USD) per year Full time

    1 week ago

  • Work in company

    Associate Business Operations Analyst

    Only for registered members

    Are you looking for a career in a dynamic and innovative company that values versatility, growth, and teamwork? Look no further than Delek US Holdings · WHAT IS DELEK? WHAT DO WE DO? · We are a boutique-sized diversified downstream energy company with a range of assets, including ...

    El Dorado $58,000 - $92,000 (USD) per year

    3 days ago

  • Work in company

    RESP012 FT Resp Therapist Reg

    Only for registered members

    This position provides care including assessment and treatment of patients with cardiopulmonary system deficiencies. · ...

    El Dorado, AR

    1 month ago

  • Work in company

    Assistant Store Manager - Store 248

    Only for registered members

    The Assistant Manager assists the Store Manager in controlling assets, consulting on action plans, and supervising employees. · The role involves providing knowledge and guidance to employees and customers, · aware of inventory movement and customer trends, · and maintaining qual ...

    El Dorado, AR

    3 weeks ago

  • Work in company

    RESP012 FT Resp Therapist Reg

    Only for registered members

    Position Summary · Responsible for providing care which includes assessment, treatment, control diagnostic evaluation of patients with deficiencies and abnormalities of the cardiopulmonary system.  Consults with physicians.  Provides consultation, instruction and/or technical dir ...

    El Dorado, Arkansas, , United States

    1 week ago

  • Work in company

    PT00013 PRN Physical Therapy Asst

    Only for registered members

    Position Summary · Assists in managing daily operations of the department. Provides physical therapy treatments to patients from all age groups as developed by the Physical Therapist. Contributes to the development of the department. Works closely with family members to assure ac ...

    El Dorado, AR

    1 day ago

  • Work in company

    PT00003 Physical Therapy Asst PRN

    Only for registered members

    · Position Summary · Assists in managing daily operations of the department. Provides physical therapy treatments to patients from all age groups as developed by the Physical Therapist.  Contributes to the development of the department.  Works closely with family members to assu ...

    El Dorado, Arkansas, , United States

    1 week ago

  • Work in company

    PT00013 PRN Physical Therapy Asst

    Only for registered members

    · Position Summary · Assists in managing daily operations of the department. Provides physical therapy treatments to patients from all age groups as developed by the Physical Therapist.  Contributes to the development of the department.  Works closely with family members to assu ...

    El Dorado, Arkansas, , United States

    17 hours ago

  • Work in company

    Associate Business Operations Analyst

    Only for registered members

    Are you looking for a career in a dynamic and innovative company that values versatility, growth, and teamwork? Look no further than Delek US Holdings · WHAT IS DELEK? WHAT DO WE DO? · We are a boutique-sized diversified downstream energy company with a range of assets, including ...

    El Dorado, AR $58,000 - $92,000 (USD) per year

    2 days ago

  • Work in company

    MRI003 MRI Technologist

    Only for registered members

    Position Summary · The MRI Technologist performs MRI examinations in accordance with ACR accreditation practice guidelines and SARH protocols. The Technologist may also perform examinations, within the scope of practice, in which they hold additional certification and have determ ...

    El Dorado, Arkansas, , United States

    1 week ago

  • Work in company

    Client Support Specialist

    Only for registered members

    We have an exciting opportunity for a remote Client Support Specialist. As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million. · Engaging with customers via inbound calls and provid ...

    New Caledonia Full time

    1 month ago

Jobs
>
Financial consultant
>
Jobs for Financial consultant in Lawson