- 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
-
Financial Consultant
2 weeks ago
Fidelity Investments Morristown, 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 mod ...
-
Financial Consultant
1 week ago
Fidelity Investments Morristown, 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 ...
-
Employee Accounting
1 week ago
BlueWave Solutions Morristown, United StatesFor our client, a system-relevant company, we are looking for a conscientious Accounting Employee (m/f/d) to support our international team at our location in Hamburg. · These are your tasks as an Accounting Employee (m/f/d): · Processing of accounts receivable and accounts payab ...
-
Corporate Development Director
6 days ago
Avaya Morristown, United StatesABOUT THE OPPORTUNITY · This role will report to Avaya's Corporate Development and Strategy group and be responsible for supporting strategy formulation (long term strategic priorities, plans, and analysis and the strategy execution process as well as supporting Avaya's M&A activ ...
-
Senior Risk Consultant
6 days ago
AXA Group Morristown, United States STANDARDSenior Risk Consultant – Property Field Engineer · Northeast Region, Multiple Locations USA | Philadelphia, PA (Primary) · In a world ever more complex and unpredictable, large and corporate companies need an outstanding partner to improve their risk profile. AXA XL Risk Consult ...
-
Travel Nurse
1 day ago
Medical Solutions Morristown, United StatesMedical Solutions is seeking an experienced Telemetry Registered Nurse for an exciting Travel Nursing job in Morristown, NJ. Shift: 3x12 hr nights Start Date: 06/17/2024 Duration: 13 weeks Pay: $ / Week $ $ wk (includes wage of ~$16.50-$16.50/hr and per diems if eligible) · clic ...
-
Claims Specialist
6 days ago
Crum & Forster Morristown, United StatesOverview · Crum & Forster (C&F) with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A" (Excellent) by AM Best and is proud ...
-
Business Analyst
3 weeks ago
LTIMindtree Morristown, United StatesAbout US: · LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to m ...
-
Director, Website Optimization
6 days ago
Crum & Forster Morristown, United StatesOverview · Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A" (Excellent) by AM Best and is prou ...
-
Project Manager – Consumer Products
3 weeks ago
Burns & McDonnell Morristown, United States Paid WorkDescription · The Project Manager is responsible for managing and overseeing all aspects of work on assigned design/build projects. This includes project safety, coordinating multi-discipline teams, managing schedules, budgets and risks, developing and negotiating proposals, proc ...
-
Financial Systems Director
1 week ago
Healthcare IT Leaders Morristown, United StatesJob Summary: · Consultant Advisor - ERPNimmy Shibuis recruiting this position. · Our Healthcare client based out of the northeast is looking for a Financial Systems Director - Oracle Cloud. This role involves connecting Finance and IT by leveraging Oracle technology to enhance ...
-
JPMorgan Chase Bank, N.A. Morristown, United StatesYou have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of ...
-
Executive Assistant, Compliance and Finance
4 weeks ago
Allied Personnel, Inc. Morristown, United StatesJob Description · Job DescriptionExecutive Assistant, Finance & Compliance · We are seeking an Administrative Assistant to provide support for the finance, compliance, and legal team. The Administrative Assistant will assist team members and handle various tasks across the financ ...
-
Senior Accountant
2 weeks ago
ApTask Morristown, United StatesAbout the Client: · The client is a financial firm specializing in asset management and investment advisory services. It is dedicated to managing the wealth, assets, and financial affairs of a high-net-worth family. Founded with the vision of preserving and nourishing the family ...
-
Warehouse Associate Forklift
3 weeks ago
Staffing Technologies Morristown, United StatesJob Description · Job DescriptionTitle: Warehouse Associate · Location: Morristown, TN · Compensation: $18 an hour on W2 · Duration: 3 months · Job Description: · Responsibilities: · Read customer order, work order, shipping order, or requisition to assemble customer orders fro ...
-
Avaya Morristown, United StatesAbout Avaya · Businesses are built by the experiences they provide, and every day, millions of those experiences are delivered by Avaya. Organizations trust Avaya to provide innovative solutions for some of their most important ambitions and challenges, giving them the freedom t ...
-
Assistant Store Manager
2 weeks ago
TMX Finance Family of Companies Morristown, United StatesOverview · Our Assistant Store Managers develop their leadership skills in real time by assisting the Store Manager with account management (collections), customer outreach, and risk management. You will take part in overseeing, training, and coaching customer service representat ...
-
District Sales Manager
3 days ago
Hibbett Retail, Inc. Morristown, United StatesJob Description · Job Description00015 Store Support Center, 01078 Knoxville, TNLE_301 Hibbett Retail, Inc.Job Title: District Sales Manager · Department: Store Operations · FLSA Status: Exempt · Reports To: RVP, Sales · SUMMARYThe District Sales Manager (DSM) is directly respons ...
-
Associate- Client Engagement
2 weeks ago
PUBLICIS GROUPE Morristown, United StatesCompany Description · Company Overview: Payer Sciences uses advanced analytics and data-driven evidence to generate innovative strategies that help our pharmaceutical clients succeed in today's complex and dynamic managed care marketplace. Our approach yields insight into actual ...
-
General Manager
2 weeks ago
Schindler Morristown, United StatesLocation: Morristown, NJ (North Jersey), New Jersey, United States · Job ID: 74659 · We Elevate... You · Our mission is to keep cities and people around the world moving. Since 1874 Schindler has an outstanding reputation for not only elevating buildings, but the well-being of ev ...
Financial Consultant - Morristown, United States - Fidelity Investments
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
The Skills You Bring
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
Certifications:
Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRACompany 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.
PDN-9b56cd0d-f5bd-4d5f-b0a6-23601fda1547
