RioRanchoRecruiter Since 2001
the smart solution for Rio Rancho jobs

Financial Planning

Company: Fidelity Investments
Location: Rio Rancho
Posted on: March 25, 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!Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales We welcome those with experience in jobs such as Accounts Payable Clerk, Accounting Assistant, and Financial Analyst and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Rio Rancho , Financial Planning, Other , Rio Rancho, New Mexico

Click here to apply!

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

I'm looking for
in category
within


Other Other Jobs


Information Professional
Description: ABOUT br br Effective, secure communication in the cyber domain is essential to the everyday operations of military intelligence in America's Navy. Information Professionals who oversee the seamless (more...)
Company: Navy
Location: Albuquerque
Posted on: 04/4/2020

Outside sales - Route Sales - Mac Tools - Training Provided
Description: Build a Great Career and a Quality Life with Mac Tools. Feel the freedom and independence of working on your own, in a stress free environment - with no one to answer to, except yourself Join the family (more...)
Company: Mac Tools
Location: Albuquerque
Posted on: 04/4/2020

Travel CVOR CST
Description: Please call or text to speak directly - 813-261-2248. br br A Travel CVOR CST job is open in Albuquerque, NM. br br Job Duties: br br ul br li The hired CVOR
Company: Sunbelt Staffing
Location: Albuquerque
Posted on: 04/4/2020


Navy Chaplain
Description: ABOUT br br The Navy Chaplain Corps boasts more than 800 Navy Chaplains from more than 100 different faith groups, including Christian, Jewish, Muslim, Buddhist and many others. Each Chaplain is also (more...)
Company: Navy
Location: Albuquerque
Posted on: 04/4/2020

Elementary Interpreter
Description: Sign Language Interpreter Job Opportunity Near Albuquerque, New Mexico br br A school
Company: Soliant Health
Location: Albuquerque
Posted on: 04/4/2020

DEDICATED REGIONAL: No Touch/Drop/Hook Weekend Home Time
Description: Dedicated Regional Dry VanNo Touch Drop/HookWeekend
Company: Class A Career Source
Location: Albuquerque
Posted on: 04/4/2020

Senior Engineer- Directed Energy Weapon Systems
Description: Overview Modern Technology Solutions, Inc. MTSI is seeking a Senior Engineer- Directed Energy Weapon Systems support the Missile Defense Agency Sensors and Directed Energy Technology Development Office (more...)
Company: Modern Technology Solutions
Location: Albuquerque
Posted on: 04/4/2020

Aviation Rescue Swimmer
Description: RESPONSIBILITIES br br As an AIRR, you must be prepared to enter the most treacherous conditions to provide recovery and relief for rescue missions, humanitarian assistance and operational support. (more...)
Company: Navy
Location: Albuquerque
Posted on: 04/4/2020

Submarine Electronics
Description: ABOUT br br The most secretive of Navy vessels, a submarine requires a select community of specially trained professionals to operate its classified, highly advanced hardware. The Sailors in the Submarine (more...)
Company: Navy
Location: Albuquerque
Posted on: 04/4/2020

Behavior Specialist (BCBA) Job Opportunity
Description: Behavior Specialist needed in a school district near Albuquerque,
Company: Soliant Health
Location: Albuquerque
Posted on: 04/4/2020

Log In or Create An Account

Get the latest New Mexico jobs by following @recnetNM on Twitter!

Rio Rancho RSS job feeds