AlpharettaRecruiter
the smart solution for Alpharetta jobs

Financial Planning

Company: Fidelity Investments
Location: Alpharetta
Posted on: April 18, 2019

Job Description:

We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance and mentorship. The Expertise We---re Looking For

  • A college degree is encouraged yet not required
  • We feel customer service, sales, phone or financial services experience will prepare you for this role
  • Banking, insurance, or financial experience is an excellent addition to your experience
  • We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six monthsThe Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a multi-talented expert for compliance and all front lobby transactions, you will partner and contribute to branch success by identifying sales opportunities. The Skills You Bring
    • Superb interpersonal skills and passion to engage with customers
    • An aptitude for sales to dedicatedly identify leads
    • Remarkable attention to detail and ability to prioritize
    • Computer literacy and experience working with multiple applications at onceThe Value You Deliver
      • A vital member of the team, you are offering support to Fidelity---s most wealthy and valuable clients daily
      • By identifying leads and making effective introductions, you are directly impacting the success of the branch
      • Your efforts will be valued by clients and you will find working with those clients a rewarding experience
      • As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the teamHow Your Work Impacts the Organization Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.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.

Keywords: Fidelity Investments, Alpharetta , Financial Planning, Accounting, Auditing , Alpharetta, Georgia

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


Alpharetta Accounting Tutor Jobs - Alpharetta
Description: Alpharetta Accounting Tutor Jobs Varsity Tutors has students in Alpharetta looking for Accounting tutoring. Varsity Tutors is a live learning platform that connects tutors with
Company: Varsity Tutors
Location: Alpharetta
Posted on: 04/26/2019

Billing Data Analyst
Description: Billing Data Analyst As a Billing Data Analyst, you will have the opportunity to provide data analysis to support, compile and report key information for billing operations and our overall revenue cycle (more...)
Company: Mommy Jobs Online
Location: Cartersville
Posted on: 04/26/2019

Billing Data Analyst
Description: As a Billing Data Analyst, you will have the opportunity to provide data analysis to support, compile and report key information for billing operations and our overall revenue cycle objectives. This is (more...)
Company: Mommy Jobs Online
Location: Woodstock
Posted on: 04/26/2019


Forensic Accountant with Security Clearance
Description: Are you an analytical, problem solver with a passion for investigating complex business issues Are you interested in working with a dynamic team that uses market leading technology to identify emerging (more...)
Company: Deloitte Services LP
Location: Atlanta
Posted on: 04/26/2019

Audit Senior Accountant
Description: Market Street Partners is actively pursuing a Senior Auditor that is passionate about providing the highest quality professional services and partnering with our clients to provide value and grow their (more...)
Company: Market Street Partners, PLLC
Location: Chattanooga
Posted on: 04/26/2019

Client Services Project Manager
Description: Client Services Project Manager The Client Services Project Manager is a critical member our client's Client and Practitioner accountant Services team and major contributor to their success. This person (more...)
Company: Agile
Location: Atlanta
Posted on: 04/26/2019

Coding Auditor
Description: Overview br br br At WellStar, we all share common goals. That's what makes us so successful - and such an integral part of our communities. We want the same things, for our organization, for our (more...)
Company: WellStar Health System
Location: Atlanta
Posted on: 04/25/2019

Financial Advisor
Description: We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication (more...)
Company: Fidelity Investments
Location: Alpharetta
Posted on: 04/26/2019

Tax Professional
Description: Tax Professional Seeking experienced seasonal Tax Preparers who want to build their book of business and advance their tax knowledge to join our network of professionals, serving clients with diverse (more...)
Company: H&R BLOCK
Location: Smyrna
Posted on: 04/26/2019

Senior Software Engineer
Description: LeaseQuery is growing and looking to add the right Senior Software Engineer to our team to help us continue dominating the Lease Accounting and Management Market. If you are a smart, motivated developer (more...)
Company: LeaseQuery
Location: Atlanta
Posted on: 04/26/2019

Log In or Create An Account

Get the latest Georgia jobs by following @recnetGA on Twitter!

Alpharetta RSS job feeds