SeattleRecruiter Since 2001
the smart solution for Seattle jobs

Financial Planner

Company: Fidelity Investments
Location: Seattle
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 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 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!Certifications:Series 07 - FINRA, Series 63 - FINRACategory:SalesCompany OverviewAt 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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. We welcome those with experience in jobs such as Controller, Accounting Assistant, and Senior Accountant and others in the Accounting and Finance to apply.

Keywords: Fidelity Investments, Seattle , Financial Planner, Accounting, Auditing , Seattle, Washington

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


Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney - Seasonal Remote
Description: OverviewIf you are a highly motivated individual with an active unrestricted credential CPA x2F EA x2F Practicing Attorney and excellent communication skills, we need you to help our customers complete (more...)
Company: Intuit
Location: Olympia
Posted on: 06/3/2020

Senior SDET, Enterprise Applications
Description: Senior SDET, Enterprise Applications br IT, InfoSec, Cyber Risk Business Operations - Seattle, Washington br br Our agreement with employees br DocuSign is committed to building trust and making (more...)
Company: DocuSign
Location: Seattle
Posted on: 06/3/2020

Hyperion Business Analyst
Description: HYPERION BUSINESS ANALYST-- br br NOW BREWING - HYPERION BUSINESS ANALYST TOBEAPARTNER br br From the beginning, Starbucks set out to be a different kind of company. One that not only celebrated (more...)
Company: Starbucks
Location: Seattle
Posted on: 05/31/2020


Financial Analyst I or II
Description: JOB DETAILS br br Job Number: br br 79906 br br Location: br br Tacoma, WA br br Entity: br br MultiCare Health System br br Category: br br Finance br br Department: (more...)
Company: MultiCare Health System
Location: Tacoma
Posted on: 06/3/2020

Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney - Seasonal Remote
Description: OverviewIf you are a highly motivated individual with an active unrestricted credential CPA x2F EA x2F Practicing Attorney and excellent communication skills, we need you to help our customers complete (more...)
Company: Intuit
Location: Tacoma
Posted on: 06/3/2020

Cash Applications Specialist
Description: Cash Applications Specialist br Finance - Seattle, Washington br br Our agreement with employees br DocuSign is committed to building trust and making the world more agree-able for our employees, (more...)
Company: DocuSign
Location: Seattle
Posted on: 06/3/2020

Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney - Seasonal Remote
Description: OverviewIf you are a highly motivated individual with an active unrestricted credential CPA x2F EA x2F Practicing Attorney and excellent communication skills, we need you to help our customers complete (more...)
Company: Intuit
Location: Mount Vernon
Posted on: 06/3/2020

Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney - Seasonal Remote
Description: OverviewIf you are a highly motivated individual with an active unrestricted credential CPA x2F EA x2F Practicing Attorney and excellent communication skills, we need you to help our customers complete (more...)
Company: Intuit
Location: Redmond
Posted on: 06/3/2020

Country Financial: Insurance agent outside sales
Description: Job Description Description We believe in diligently working to understand and serve customers to meet their financial security needs. This is why we exist. The Career Basics We're looking for insurance (more...)
Company: COUNTRY Financial
Location: Bothell
Posted on: 06/3/2020

Country Financial: Insurance agent outside sales
Description: Job Description Description We believe in diligently working to understand and serve customers to meet their financial security needs. This is why we exist. The Career Basics We're looking for insurance (more...)
Company: COUNTRY Financial
Location: Seattle
Posted on: 06/3/2020

Log In or Create An Account

Get the latest Washington jobs by following @recnetWA on Twitter!

Seattle RSS job feeds