Wealth Management Consultant - Remote Job at Ovextech, Florida

OHpFeENGMnVBcHkyZVlVc2hRR2RpUzA9
  • Ovextech
  • Florida

Job Description

Job Description: Wealth Management Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity we empower professional growth flexibility and support thus enabling longterm success for you and our clients.

The Purpose of Your Role
Working in our Investor Center you will engage facetoface with your customers offering guidance and personalized planning while helping extend the reach of the firms brand. We 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.
The Expertise Were Looking For

  • Previous success in building relationships uncovering needs and recommending solutions
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree our Tuition Reimbursement program can help you obtain one

The Skills You Bring

  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive clientcentered discussions
  • Being coachable collaborative and curious are your go to attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions you take initiative and exceed customer expectations
  • Extensive knowledge of investment solutions

Job Tags

Remote job,

Similar Jobs

Evangeline Downs Racetrack & Casino

Cage Cashier-3 Job at Evangeline Downs Racetrack & Casino

 ...majority of shift. Other duties as assigned by management. Qualifications Must be 21 years of age. Previous money handling/cashiering preferred. Basic Math skills with knowledge of currency. Ability to operate calculators, computers, and money counters for... 

WV Department of Health

Procurement Specialist, Rural Health Transformation Program (RHTP) Job at WV Department of Health

 ...comprehensive statewide initiative focused on revolutionizing healthcare access and quality in rural communities through federally...  ...Bachelors degree in Business Administration, Procurement, Supply Chain Management, Public Administration, or a related field. Minimum... 

Whole Foods Market

Butcher - Part Time Job at Whole Foods Market

2905 W Main Street, Bozeman MT 59718-9011, United States 10786-BOZ Bozeman Performs duties relating to the cutting, preparation, display, and selling of meat products.All Whole Foods Market Retail jobs require ensuring a positive company image by providing courteous, friendly...

Hope Grows Corp

Remote Data Entry Specialist Job at Hope Grows Corp

 ...first-class lawn/landscaping services to the north side of Indianapolis and surrounding suburbs. We are seeking a detail-oriented Remote Data Entry Specialist to join our team. The ideal candidate will be responsible for accurately entering data into our systems from... 

Insight Global

Bilingual Administrative Assistant Job at Insight Global

 ...and be available for overtime during peak seasons Must Haves: ~1+ years of experience with administrative tasks ~ Fluent in Spanish and English ~ Microsoft Office experience (Word & Excel)~ Comfortable with public speaking (Has to lead a morning meeting w/ Spanish...