- 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 Representative
1 week ago
Fidelity Investments Westwood, United States**Financial Representative**: · We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positi ...
-
Financial Representative
29 minutes ago
Northwestern Mutual Providence, United StatesOverview: We are seeking a highly motivated and detail-oriented Financial Representative to join our team. As a Financial Representative, you will be responsible for providing financial advice and guidance to clients, helping them achieve their financial goals. This is an excelle ...
-
Financial Services Representative
1 week ago
Arbour Hospital Jamaica Plain, United States**Financial Services Representative Opportunity - Intake** · This is a full time position, working 40 hours per week. · **Arbour Hospital** is an important community resource for a wide range of vital behavioral healthcare services. We treat primary psychiatric and substance abus ...
-
Financial Representative
1 week ago
Fidelity TalentSource LLC Westwood, United States· Job Description: · Financial Representative · We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop lo ...
-
Financial Representative
1 week ago
Fidelity Talentsource Llc Westwood, United StatesJob Description: · Financial Representative · We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long- ...
-
Financial Representative
2 weeks ago
Fidelity Investments Westwood, 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 ...
-
Intake Financial Services Representative
5 days ago
Arbour Hospital Jamaica Plain, United States Full time**Responsibilities**: · **Financial Services Representative Opportunity - Intake** · This is a full time position, working 40 hours per week. · **Arbour Hospital** is an important community resource for a wide range of vital behavioral healthcare services. We treat primary psychi ...
-
Financial Representative
1 week ago
Northwestern Mutual Wellesley, United StatesFinancial Representatives at Northwestern Mutual – Wellesley, MA are here to help clients reach their financial goals by developing and curating individual financial plans for clients. In this career, our Financial Representatives show clients where they are today, plan where the ...
-
Financial Representative
1 day ago
Northwestern Mutual Wellesley, United StatesFinancial Representatives at Northwestern Mutual - Wellesley, MA are here to help clients reach their financial goals by developing and curating individual financial plans for clients. In this career, our Financial Representatives show clients where they are today, plan where the ...
-
FINANCIAL CLEARANCE REPRESENTATIVE III
2 weeks ago
TriHealth Norwood, United StatesJob Overview: This position is responsible for verifying patient insurance, confirming benefits eligibility, performing authorization and pre-certification, calculating and estimating patient liability, and/or notification as required by third party coverage providers. Purpose of ...
-
Financial Representative
2 weeks ago
Fidelity Investments Framingham, 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 ...
-
Financial Representative
2 weeks ago
Fidelity Investments Providence, 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 ...
-
Financial Representative
2 weeks ago
Fidelity Investments Providence, RI, 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 ...
-
Financial Representative
2 weeks ago
Fidelity Investments Providence, 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 Services Representative
1 day ago
Moody Street Group Auburndale, United StatesJob Description · Job DescriptionThe Moody Street Group, LLC, a general agency, of The Companies of OneAmerica, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing ...
-
Financial Services Representative
2 weeks ago
Fidelity Investments Framingham, 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 ...
-
Fair Lending First Line Risk Manager
1 week ago
Citizens Westwood, United States**Description** · With a focus on fair lending compliance, as a First Line Risk Manager you will represent the First Line of Defense and identify and mitigate potential fair lending and/or UDAAP risks through the identification, management, and mitigation of the risk and control ...
-
Procurement Sourcing Agent
4 days ago
EVERSOURCE Westwood, United States**Our Team** · We have an amazing opportunity to join our Procurement team to help drive sourcing strategies in consulting and construction services, manage bid processes and lead negotiations for the purchase of consulting and construction services for medium dollar/complexity r ...
-
Seasons Corner Market Cashier
21 hours ago
East Side Enterprise Westwood, United StatesNow Hiring $18.50 per hour Per Hour. · Join our team and enjoy a world of benefits · Are you seeking a workplace that truly cares about your well-being? Look no further We are excited to announce a fantastic opportunity to be part of our team and take advantage of our comprehensi ...
-
Registered Nurse
5 days ago
Fresenius Medical Care Westwood, United States Full timePOSITION FEATURES: · Location: 90 Glacier Drive, Westwood, MA · 2021 and 2022 America's 'Most Loved Workplaces' by Newsweek · NO Overnight, Sunday or on-call shifts. · Major holidays off (Thanksgiving, Christmas and New Years Days) · No prior RN dialysis experience required; 12 w ...
Financial Representative - Westwood, United States - Fidelity Investments
Description
Job 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 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 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 DeliverCompany 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.
We welcome those with experience in jobs such as Accounts Payable Clerk, Billing and Posting Clerk, and Accounting Manager and others in the Accounting and Finance to apply.