-
Financial Planner
3 weeks ago
Corient Private Wealth LLC Charlotte, United StatesJoin a team that values your ambition and empowers your growth · At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the p ...
-
Financial Planner
1 week ago
advisor Charlotte, United StatesWho We Are · dba Advisor Wealth Management (AWM) is an SEC registered advisory firm based in Charleston, SC. We launched our business in 2022 and have seen demand for our service that has surpassed our expectations. The business was formed by a team of proven entrepreneurs and i ...
-
Financial Planner
2 weeks ago
CFA Institute Charlotte, 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 ...
-
Financial Planner
2 weeks ago
Advisor Charlotte, United StatesWho We Are · dba Advisor Wealth Management (AWM) is an SEC registered advisory firm based in Charleston, SC. We launched our business in 2022 and have seen demand for our service that has surpassed our expectations. The business was formed by a team of proven entrepreneurs and in ...
-
Financial Planner
1 week ago
CFA Institute Charlotte, United StatesJob 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 w ...
-
Financial Planner
3 weeks ago
Fidelity Investments Charlotte, 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 model ...
-
Senior Certified Financial Planner
2 weeks ago
Linden Thomas and Company Charlotte, United StatesSenior Certified Financial Planner (CFP) · Linden Thomas & Company · 516 North Tryon Street, Charlotte, NC 28202 · Benefits · 401(k) · Dental insurance · Health insurance · Paid time off · Vision insurance · Job brief · At Linden Thomas & Co, we're committed to providing persona ...
-
Senior Certified Financial Planner
2 weeks ago
Linden Thomas and Company Charlotte, United StatesSenior Certified Financial Planner (CFP) · Linden Thomas & Company · 516 North Tryon Street, Charlotte, NC 28202 · Benefits · 401(k) · Dental insurance · Health insurance · Paid time off · Vision insurance · Job brief · At Linden Thomas & Co, were committed to providin ...
-
Cedar Fair - Charlotte Charlotte, United StatesOverview:The Corporate Merchandise Category Planning Manager develops and executes the category business plan for assigned retail categories. The Manager will drive category performance including optimization of revenue, margin, and inventory levels. The Manager will partner with ...
-
Regional Leader
3 days ago
DRMP Charlotte, United States**Description**: · The **Regional Leader - Structures Group** is responsible for the success of the Structures group within the Mid-Atlantic Transportation Division; including the geographic area of North Carolina, South Carolina and Virginia. · Responsibilities include driving r ...
-
Financial Consultant
2 days ago
The Pelora Group Charlotte, United StatesAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry kno ...
-
Financial Consultant
5 days ago
The Pelora Group Charlotte, United States· Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry ...
-
Financial Consultant
3 days ago
The Pelora Group Charlotte, United StatesAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry kno ...
-
Wealth Management Advisor
15 hours ago
Equitable Advisors LLC Charlotte, United StatesWealth Management Advisor - Equitable Advisors · Why Equitable Advisors? · Equitable Advisors, a provider of investment and insurance strategies, can help people define and pursue their life, retirement, and estate planning strategy goals. Our vision, resources, fundamental be ...
-
Sr Financial Advisor
5 hours ago
Valor Private Wealth, LLC Charlotte, United StatesCompany Description · At Valor Private Wealth, LLC, our philosophy is to understand our clients' goals and develop tailored financial plans to help them make the most suitable decisions. We provide proactive and knowledgeable financial advice by staying up-to-date on relevant tax ...
-
Associate Buyer
1 week ago
Belk, Inc. & Belk eCommerce LLC Charlotte, United StatesAssociate Buyers are responsible for a select part of the Buyer's overall business and must drive the merchandise strategy and assortments for this part of the business with the goal of meeting or exceeding sales, margin and turn targets. An Associate Buyer, with support from the ...
-
Wealth Management Associate
3 weeks ago
Equitable Advisors Charlotte, United StatesWealth Management Advisor - Equitable Advisors · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commi ...
-
Licensed Financial Consultant
2 weeks ago
Equitable Advisors Charlotte, United StatesEquitable Advisors · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, and commitments to our clients. Equi ...
-
Financial Consultant
3 days ago
The Pelora Group Charlotte, United StatesJob Description · Job DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relati ...
-
Financial Advisor
3 weeks ago
Equitable Advisors LLC Charlotte, United StatesEquitable Advisors - Financial Advisor (Entry-level) · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, an ...
Financial Planner - Charlotte, United States - CFA Institute
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 ForPrevious 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 ourbenefit programsare 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 0- FINRA, Series 6- 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 , 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.
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 .
Candidates who are presented with a Fidelity offer will need to go through a background investigation, , 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 toFind 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 Billing, Cost, and Rate Clerk, Senior Accountant, and Accounting Manager and others in the Accounting and Finance to apply.
#J-18808-Ljbffr