RoundRockRecruiter Since 2001
the smart solution for Round Rock jobs

Financial Consultant -Austin, TX - Domain

Company: Fidelity Investments
Location: Round Rock
Posted on: March 27, 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 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. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales We welcome those with experience in jobs such as Billing and Posting Clerk, Accountant, and Bilingual Customer Service and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Round Rock , Financial Consultant -Austin, TX - Domain, Accounting, Auditing , Round Rock, 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


Accounting Clerk
Description: Senior File Clerk -Austin, TXKelly Services is currently recruiting for full-time experienced Senior File Clerk to provide administrative support to a department or individual, for our client, one of (more...)
Company: Kelly Services
Location: Austin
Posted on: 04/8/2020

Quantitative Risk Analyst Senior
Description: Purpose of JobConducts and develops quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing (more...)
Company: USAA
Location: San Antonio
Posted on: 04/8/2020

Earn cash this spring. Deliver with Uber!
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Good Money. You ll earn by bringing people (more...)
Company: Uber Eats
Location: Briggs
Posted on: 04/7/2020


Earn cash this spring. Deliver with Uber!
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Good Money. You ll earn by bringing people (more...)
Company: Uber Eats
Location: Bertram
Posted on: 04/8/2020

Earn cash this spring. Deliver with Uber!
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Good Money. You ll earn by bringing people (more...)
Company: Uber Eats
Location: Cedar Park
Posted on: 04/8/2020

Earn cash this spring. Deliver with Uber!
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Good Money. You ll earn by bringing people (more...)
Company: Uber Eats
Location: Thrall
Posted on: 04/8/2020

Oil and Gas Retail Accountant
Description: RESPONSIBILITIES:Kforce is looking for an experienced accountant for a prestigious oil and gas firmin San Antonio, TX. br br Job Description/Responsibilities: br br br ul br li Documenting (more...)
Company: Kforce
Location: San Antonio
Posted on: 04/8/2020

Earn cash this spring. Deliver with Uber!
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends it's up to you.Earn Good Money. You ll earn by bringing people (more...)
Company: Uber Eats
Location: Briggs
Posted on: 04/8/2020

Patient Account Spec III - UHC Collections
Description: DescriptionResponsible for the duties and services that are of a support nature to the RCBS High Performance Work Teams. Ensures that all processes are performed in a timely and efficient manner. Performs (more...)
Company: Christus Health
Location: San Antonio
Posted on: 04/8/2020

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: San Antonio
Posted on: 04/8/2020

Log In or Create An Account

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

Round Rock RSS job feeds