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Financial Advisor
1 week ago
Quantum Innovations Bloomington, United StatesWith nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and the specialist for insurance and retirement planning. · Join a community where collaboration is valued - and has been for 100 ye ...
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Financial Advisor
1 week ago
Omega Enterprises Bayport, United StatesWith nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients and a specialist in insurance and retirement planning. · Join our team in the business area of Hannoversche Volksbank eG. · Financial ...
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Associate Financial Advisor
1 week ago
Ameriprise Financial, Inc. Edina, United StatesAre you ready to step into a pivotal role within an established, thriving solo practice? As an Associate Financial Advisor joining our team, you'll have the unique opportunity to directly engage with clients, taking on existing relationships and guid Financial Advisor, Associate, ...
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beBee Handyman Deer Park, WI, United States FreelanceCurrently, I have a high savings capacity (40% of my salary), but this may change in the near/medium term.How do you feel about managing and organizing your finances? · I want to know where to invest my money. · What stage are you at in your professional career? · Beginner / juni ...
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beBee Handyman Sturtevant, WI, United States FreelanceI have personal financial information collected on a spreadsheet from the last three months, which includes detailed information on monthly income and expenses. Additionally, I have money invested in a savings account that is generating monthly interest. I do not need advice from ...
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Financial Advisor
1 day ago
Alerus Financial Minneapolis, United States Regular, Full time· We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. · Position Summary: · Financial Advisors are responsible for enhancing existing relationships and developing new business oppo ...
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Financial Advisor
4 weeks ago
Alerus Financial Minnetonka, United States Full timeWe are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. · Position Summary: · Financial Advisors are responsible for enhancing existing relationships and developing new business opportu ...
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Financial Advisor
1 week ago
CM Company Minneapolis, United StatesPOSITION SUMMARY · Serves the financial needs of Magnifi Financial members by helping members identify financial goals and objectives from financial analysis.Identifies appropriate insurance and securities products to meet their goals and objectives. · ESSENTIAL DUTIES AND RESP ...
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beBee Handyman New Odanah, WI, United States FreelanceI am in need of a Financial Advisor with the following characteristics in New Odanah, WI: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 inc ...
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Financial Advisor
3 days ago
Edward Jones Apple Valley, United StatesThe freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. · While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than ...
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Financial Advisor in Training
1 week ago
Threadneedle group Minneapolis, United StatesThe Financial Advisor in Training position is intended for those who want to become a financial advisor in a team environment. As a Financial Advisor in Training, we provide necessary support to obtain your Series 7 and 66 and life insurance licenses as you start getting exposure ...
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Associate Financial Advisor
5 days ago
Ameriprise Financial Edina, United StatesAre you ready to step into a pivotal role within an established, thriving solo practice? As an Associate Financial Advisor joining our team, you'll have the unique opportunity to directly engage with clients, taking on existing relationships and guiding them towards their financi ...
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Personal Financial Advisor
6 days ago
Nicollet Investment Management Minneapolis, United StatesResponsibilities: · Financial Advisor Services · Serve as primary advisor and contact for new and assigned individuals, families, and organizations. Provide customized detailed cash flow-based investment plans to meet specific near-term and long-term personal financial and inves ...
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Associate Financial Advisor
4 days ago
North Star Resource Group Minneapolis, United StatesNorth Star Resource Group is looking to find a candidate for a financial advising position in Minneapolis, MN. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed aro ...
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Personal Financial Advisor
5 days ago
Nicollet Investment Management Minneapolis, United StatesResponsibilities: · Financial Advisor Services · Serve as primary advisor and contact for new and assigned individuals, families, and organizations. Provide customized detailed cash flow-based investment plans to meet specific near-term and long-term personal financial and inv ...
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Associate Financial Advisor
3 days ago
Ameriprise Financial Minneapolis, United StatesAre you ready to step into a pivotal role within an established, thriving solo practice? As an Associate Financial Advisor joining our team, you'll have the unique opportunity to directly engage with clients, taking on existing relationships and guiding them towards their financi ...
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Experienced Financial Advisor
5 days ago
North Star Resource Group Minneapolis, United StatesExperienced Financial Advisor - Minneapolis, MN · North Star Resource Group is looking for a candidate to fill a financial advising position in Minneapolis, MN. We are looking for an experienced financial advisor that is interested in growing their practice and partnering with o ...
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Experienced Financial Advisor
1 week ago
North Star Resource Group Minneapolis, United StatesNorth Star Resource Group is looking to find a candidate for a financial advising position in Maple Grove, MN. We are looking for an experienced financial advisor that would be housed in a bank and will harness strong cross-selling opportunities. · By joining an organization whe ...
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Experienced Financial Advisor
1 week ago
North Star Resource Group Minneapolis, United StatesNorth Star Resource Group is looking to find a candidate for a financial advising position in Maple Grove, MN. We are looking for an experienced financial advisor that would be housed in a bank and will harness strong cross-selling opportunities. · By joining an organization wher ...
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RIA Financial Advisor
1 week ago
Fricke Recruiting Minneapolis, United StatesRIA Financial Advisor k + Bonus · Industry: Financial Services & Wealth Management · Experience Seeking · Financial Acumen · Investment Strategy · Financial Planning · Client Negotiation & Communication skills · Financial Strategy Planning and Execution · Market Trend Know ...
Wealth Financial Advisor - Edina, MN, United States - Fidelity Investments
Description
Fidelity Investments' Racial Equity & Diversity Pledge"Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman & CEO Fidelity Investments
Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform.
We empower professional growth, flexibility and support thus enabling long-term success for you and our clients.Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions or products to a knowledgeable client base while building rapport and credibility
if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
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.
You provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.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 products
Our Investments in You
Benefits at Fidelity Investments
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
No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans
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.
Working 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.
While you form relationships here, you will also be building your careerCertified Financial Planner (CFP) - Issuing Authority, Series 0- FINRA, Series 6- FINRA, Series 6- FINRA, Series 6- FINRA
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 Bilingual Customer Service , Field Client Relationship Manager, and Accounts Receivable Clerk and others in the Accounting and Finance to apply.
