CaryRecruiter Since 2001
the smart solution for Cary jobs

Financial Planner

Company: Fidelity Investments
Location: Cary
Posted on: December 4, 2019

Job Description:

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We------re Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations required within 3 months of hire
  • Experience with High Net Worth clients
  • A CFP is preferred; if you don------t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThe Purpose of Your RoleWe 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring
    • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
    • Remarkable knowledge of investment products
    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
    • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client------s broad range of investment needsThe Value You Deliver
      • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
      • Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
      • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsHow Your Work Impacts the OrganizationWorking 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. Backed by Fidelity------s open architecture, you------re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!
        Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.
        We welcome those with experience in jobs such as Retail Sales Representative, Accounts Receivable Clerk, and Billing, Cost, and Rate Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Cary , Financial Planner, Accounting, Auditing , Cary, North Carolina

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Bilingual Spanish Tax Expert - CPA - Seasonal Remote
Description: OverviewJoin Our Virtual Tax Network At Intuit, our mission is to power prosperity around the world. Tax experts support that mission to our TurboTax customers by: providing valuable guidance, instilling (more...)
Company: Intuit
Location: Greensboro
Posted on: 12/17/2019

Project Accountant
Description: A culture of purpose: Where will your BCD M E career take you As perfectionists, artists, strategic thinkers and leaders in the industry, we believe culture is defined by its people. We are looking for (more...)
Company: BCD Travel
Location: Raleigh
Posted on: 12/17/2019

Recruiting Manager RH Finance and Accounting
Description: JOB REQUISITIONRecruiting Manager RH Finance and AccountingLOCATIONNC RALEIGHJOB DESCRIPTIONJob Summary As Recruiting Manager your responsibilities will include developing and growing a client base and (more...)
Company: Robert Half International
Location: Raleigh
Posted on: 12/16/2019


Director of Finance & Accounting
Description: Director of Finance Accounting Director of Finance Accounting - Skills Required - GAAP Accounting, Complex financial modeling and budgeting, Hands on accounting operations, Audit ExperienceLocation: (more...)
Company: CyberCoders
Location: Raleigh
Posted on: 12/16/2019

Junior Accountant
Description: Junior Accountantjob details: ul li location:Raleigh, NC li salary: 38,000 - 42,000 per year li date posted:Wednesday, September 18, 2019 li experience:2 Years li job type:Permanent li (more...)
Company: Randstad
Location: Raleigh
Posted on: 12/16/2019

Experienced Tax Advisor - Block Advisors
Description: 354493BRTitle:Experienced Tax Advisor - Block AdvisorsWhat you'll do... :Are you a customer-centric, experienced enrolled agent or CPA with dedication to your clients and community Are you growth-oriented (more...)
Company: H&R Block
Location: Cary
Posted on: 12/17/2019

Tax Preparer
Description: We are seeking an experienced income tax preparation professional. Although we primarily prepare returns for individuals,
Company: Confidential
Location: Wilson
Posted on: 12/17/2019

Staff Accountant
Description: If you're looking to start your career with a company that grows their managers and leaders from within the organization, then Enterprise is for you. Gain real-world business, accounting, and financial (more...)
Company: Enterprise Holdings
Location: Raleigh
Posted on: 12/16/2019

Finance EBS
Description: LOCATION CAN ALSO BE: SAN JOSE, CA INFOSYS EBS FINANCE SENIOR ASSOCIATE CONSULTANT US Infosys is a global leader in next-generation digital services and consulting. We navigate our clients digital transformations (more...)
Company: Infosys
Location: Raleigh
Posted on: 12/16/2019

Finance Business Partner
Description: Parexel has an excellent opportunity for a Finance Business Partner to join our global finance organization. The Project Finance Business Partner acquires an understanding of the project economics and (more...)
Company: PAREXEL
Location: Durham
Posted on: 12/16/2019

Log In or Create An Account

Get the latest North Carolina jobs by following @recnetNC on Twitter!

Cary RSS job feeds