RioRanchoRecruiter Since 2001
the smart solution for Rio Rancho jobs

Financial Planning

Company: Fidelity Investments
Location: Rio Rancho
Posted on: March 26, 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 strategiesTheExpertiseWere Looking ForFINRA 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 dont already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itThePurposeof 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.TheSkillsYou 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 clients broad range of investment needsTheValueYou 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 WorkImpactsthe 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 Fidelitys open architecture, youre 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 Home Buyer s Consultant, Billing, Cost, and Rate Clerk, and Financial Analyst and others in the Accounting and Finance to apply.by Jobble

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


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

Naval Aviator
Description: ABOUT br br Search for underwater threats. Deliver payloads of incredible firepower or necessary manpower. Execute strategic aerial maneuvers anywhere from the stratosphere, to mere feet above the (more...)
Company: Navy
Location: Albuquerque
Posted on: 04/4/2020

Physician Assistant-Neurological Surgery
Description: A hospital in New Mexico is looking for a physician assistant of neurological surgery
Company: Barton Associates
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

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

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

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

Software Engineer
Description: Thank you for your interest in joining the Centauri team. Together, we can leverage the next generation of advanced technologies to deliver industry-leading capabilities across land, air, sea, space, (more...)
Company: Centauri
Location: Albuquerque
Posted on: 04/4/2020

Physician Assistant-Neurological Surgery
Description: A hospital in New Mexico is looking for a physician assistant of neurological
Company: Barton Associates
Location: Albuquerque
Posted on: 04/4/2020

Special Warfare Combatant-Craft Crewmen
Description: ABOUT br br Special Warfare Combatant-Craft Crewmen SWCC are specially trained to operate on and around rivers and coastal regions around the world. Wielding extreme firepower and a deadly skill (more...)
Company: Navy
Location: Rio Rancho
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