- 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
- 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
- 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
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Financial Consultant
Found in: Lensa US 4 C2 - 3 days ago
CFA Institute Clearwater, United StatesJob 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 mode ...
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Financial Consultant
Found in: Lensa US 4 C2 - 2 days ago
Fidelity Investments Clearwater, United StatesJob 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 m ...
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Financial Consultant
Found in: Careerbuilder One Red US C2 - 4 days ago
Fidelity Investments Clearwater, FL, United States· 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 ...
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florida primary care opportunity offering $230k base pay +
Found in: MyJobHelper US C2 - 4 days ago
The Curare Group , FL, United StatesOutpatient Primary Care opportunity in beautiful Florida. Expect to see about 3-4 patients per hour with no weekend or evening clinical duties. You'll be employed by a financially strong, regional health system with all local ownership and management. · Practice details include: ...
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member consultant ii
Found in: MyJobHelper US C2 - 4 days ago
The Walt Disney Company , FL, United StatesThis position performs all the functions of branch operations and sales, including consumer lending, new accounts, front desk and teller services. The Member Consultant is responsible for balancing each day's transactions, verifies cash totals and other cash function related to t ...
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ancillary specialist
Found in: MyJobHelper US C2 - 4 days ago
USI Holdings Corporation , FL, United StatesGeneral Description: Manage a book of brokers and their business as assigned. Assist brokers with their small group ancillary sales and renewals. Responsible for supporting the broker-Emerson Reid relationship. · Responsibilities: · • Provide consultation similar to Account Exec ...
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regional mds coordinator
Found in: MyJobHelper US C2 - 4 days ago
Summation Financial Services , FL, United StatesSummation Financial Services - Regional MDS Coordinator/Consultant · Responsibilities: · Assess and work with the facilities to promote the capturing of appropriate clinical reimbursement for services provided. · Tracking, trending, auditing, and data analysis for reimbursement a ...
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Hayman Daugherty Associates, Inc , FL, United StatesJob Overview · Pulmonologist Opportunity near Key Colony Beach, FL · Are you a board-eligible or board-certified Pulmonologist seeking a permanent and rewarding position? Join our healthcare team near Key Colony Beach, FL, and play a crucial role in providing high-quality respira ...
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Private Wealth Consultant
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Raymond James Financial Services St Petersburg, United States**Description** · **Job Summary:** · The Wealth Solutions team provides consultative financial planning strategies to financial advisors who are dedicated to helping their clients achieve their wealth management goals. As a Wealth Solutions team member, you will consult with fina ...
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Private Wealth Consultant
Found in: Lensa US 4 C2 - 4 days ago
Raymond James Financial Services St Petersburg, United States**Description** · **Job Summary:** · The Wealth Solutions team provides consultative financial planning strategies to financial advisors who are dedicated to helping their clients achieve their wealth management goals. As a Wealth Solutions team member, you will consult with fina ...
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caas manager
Found in: MyJobHelper US C2 - 3 days ago
PDR CPAs and Advisors , FL, United StatesPDR CPAs is a local Tampa Bay firm which prides itself on our 49 years of local service. Our emphasis is on the continued growth of our regional, national and international CPA firm service offerings. Our BDO Alliance membership provides us with the resources of a worldwide leade ...
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Found in: ZipRecruiter Test30 US C2 - 5 days ago
Legacy Protection Lawyers, LLP Saint Petersburg, FL, United StatesJob Description · Position Title: Experienced Estate Planning Attorney · Company: Legacy Protection Lawyers, LLP Workplace Type: on-site Contact Email: Industry: Legal Start Date: Expire Date: City: St. Petersburg State: Florida Country: United States Descri ...
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Private Wealth Consultant
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Raymond James Financial Incorporated St Petersburg, United StatesJob Summary: · The Wealth Solutions team provides consultative financial planning strategies to financial advisors who are dedicated to helping their clients achieve their wealth management goals.As a Wealth Solutions team member, you will consult with financial advisors and the ...
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health and clinical data analyst
Found in: MyJobHelper US C2 - 4 days ago
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Administrative Assistant
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Found in: Careerbuilder One Red US C2 - 4 days ago
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Lead CSR/Teller
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Bench Personal Banker I
Found in: Lensa US 4 C2 - 3 days ago
Fifth Third Clearwater, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Selected candidates are intended to become a Retail Personal Banker I after completi ...
Financial Consultant - Clearwater, United States - Fidelity TalentSource LLC
Description
Job Description:
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 RoleWorking 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 ForFidelity 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\u202Fbenefit programs\u202Fare designed to help you and your family strike the right balance.\u00A0 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 DeliverCertified Financial Planner \u00AE / CFP-\u00AE - Issuing Authority, 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. 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\u2014we 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.
