HoustonRecruiter Since 2001
the smart solution for Houston jobs

Financial Planner

Company: Fidelity Investments
Location: Friendswood
Posted on: May 24, 2020

Job Description:

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 hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA 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 BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clienteleRemarkable knowledge of investment productsAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCollaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needsThe Value You DeliverNo 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 planningYour integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsEducating 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.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales We welcome those with experience in jobs such as Accounting Manager, Payroll Specialist, and Home Buyer s Consultant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Houston , Financial Planner, Accounting, Auditing , Friendswood, Texas

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


Supervisor of Audits (Operations)
Description: Posting End Date:June 18, 2020Employee Type:Regular-Full timeUnion/Non:This is a non-union positionAre you skilled in Internal Operational Audits We are looking for someone who can leverage their years (more...)
Company: Enbridge
Location: Houston
Posted on: 06/7/2020

Supervisor of Audits (Operations)
Description: Posting End Date:June 18, 2020Employee Type:Regular-Full timeUnion/Non:This is a non-union positionAre you skilled in Internal Operational Audits We are looking for someone who can leverage their years (more...)
Company: Enbridge
Location: Houston
Posted on: 06/8/2020

Sr Auditor, Operations
Description: Posting End Date:June 18, 2020Employee Type:Regular-Full timeUnion/Non:This is a non-union positionAre you interested in leading a team through the planning and execution phases of Operational audit engagements, (more...)
Company: Enbridge
Location: Houston
Posted on: 06/7/2020


Financial Advisor
Description: Position Needed - Financial Advisor / contact Jack Jones at jack robare-jones.com with resume if interested.Job responsibilities include but are not limited the following Financial Advisor
Company: Robare & Jones
Location: Houston
Posted on: 06/7/2020

Payroll Tax Accountant
Description: For over 20 years, G A Partners has been helping entrepreneurs grow their businesses, take better care of their employees, and enjoy a higher quality of life by providing proven HR solutions and technology. (more...)
Company: G&A Partners
Location: Houston
Posted on: 06/8/2020

Collection Specialist
Description: Collection SpecialistAlltran transforms lives by helping individuals and families resolve their financial issues. We transform our employees lives through career and financial growth opportunities.Why
Company: Alltran
Location: Bryan
Posted on: 06/8/2020

35M Warrant Officer: Human Intelligence Collection Technician
Description: Intelligence is crucial to the security of our Nation. By gathering information about an adversary's intentions, strengths, vulnerabilities, and capabilities, the military can plan, prepare, and defend (more...)
Company: Army National Guard
Location: Houston
Posted on: 06/7/2020

Senior Analyst- Energy Buy-Side
Description: Job Description:Our client is a Buy-Side platform in Houston that is focused on distressed debt in the E P and OFS and midstream sectors and is
Company: spectrum search group
Location: Houston
Posted on: 06/7/2020

Senior Financial Analyst - Relocate to the Rockies
Description: As the title indicates, this role is not based in Houston but it is located in the Rocky Mountains Relocation Assistance is avaialble OverviewThis position plays an integral part in the analysis, (more...)
Company: Melaleuca:The Wellness Company
Location: Houston
Posted on: 06/7/2020

Financial Consultant - Sugar Land, TX
Description: 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, (more...)
Company: Fidelity Investments
Location: Sugar Land
Posted on: 06/8/2020

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Houston RSS job feeds