BostonRecruiter Since 2001
the smart solution for Boston jobs

Financial Advisor

Company: Fidelity Investments
Location: Hingham
Posted on: December 5, 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 Accountant, Retail Sales Representative, and Billing, Cost, and Rate Clerk and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Boston , Financial Advisor, Accounting, Auditing , Hingham, Massachusetts

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


Travel Nurse - PACU RN - Billings, MT
Description: Travel PACU Registered Nurse RN br br Start your next travel opportunity with this great Registered Nurse RN position in BILLINGS, MT. br br Job Details br br Weekly gross 1,707 (more...)
Company: General Healthcare Resources
Location: Boston
Posted on: 12/9/2019

Real Estate Bookkeeper/Accountant
Description: Real Estate Bookkeeper/Accountant br About HeirloomHeirloom is a leading provider of large-format, luxury short-term rentals on the national level. Our unique focus on providing word-class accommodations (more...)
Company: Heirloom
Location: Boston
Posted on: 12/9/2019

Bookkeeper
Description: Responsibilities include: Provide bookkeeping services for our growing client base
Company: Nicholas A. Papakyrikos, CPA, PC
Location: Boston
Posted on: 12/9/2019


FINANCIAL COORDINATOR - Part Time 25 hr
Description: FINANCIAL COORDINATOR - Part Time 20 -25 hr The Cancer Center Protocol Office CCPO provides essential support for clinical investigators and their patients through patient recruitment, regulatory compliance, (more...)
Company: Massachusetts General Hospital
Location: Boston
Posted on: 12/9/2019

Senior Systems Security Engineer
Description: OverviewDraper is an independent, nonprofit research and development company headquartered in Cambridge, MA. The 1,800 employees of Draper tackle important national challenges with a promise of delivering (more...)
Company: Charles Stark Draper Laboratory
Location: Cambridge
Posted on: 12/9/2019

Controller - Boston - Patina Restaurant Group
Description: Our Exciting Work EnvironmentHere's an exciting opportunity to work for Patina Restaurant Group and Delaware North for a qualified candidate with an impressive restaurant finance background. This person (more...)
Company: Delaware North
Location: Boston
Posted on: 12/9/2019

Travel Nurse - Onclgy RN - Billings, MT
Description: Travel Oncology RN needed for Billings, MT br br Take home 1,860 a week helping those in need br br Local's are also encouraged to apply br br Job Details br br Travel RN's bring (more...)
Company: General Healthcare Resources
Location: Boston
Posted on: 12/9/2019

Account Executive, Financial Services
Description: What makes Gartner a GREAT fit for you When you join Gartner, youll be part of a fast-growing team that helps the world become smarter and more connected. Were the worlds leading research and advisory (more...)
Company: Gartner, Inc.
Location: Arlington
Posted on: 12/9/2019

Plant Controller
Description: SUMMARY: Ensure timely, accurate financial reporting and protection of Company assets through oversight of internal controls and management of accounting operations. Serve as the principal financial manager (more...)
Company: Hollingsworth & Vose
Location: Acton
Posted on: 12/9/2019

IT Finance Project Analyst (with strong MS Excel)
Description: IT Finance Project Analyst with strong MS Excel Apply now Apply now ul li Start apply with LinkedIn li ul li Start apply with Xing li ul li Apply Now li Start li Please wait...Date:Dec (more...)
Company: TJX
Location: Marlborough
Posted on: 12/9/2019

Log In or Create An Account

Get the latest Massachusetts jobs by following @recnetMA on Twitter!

Boston RSS job feeds