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

Tremco CPG Inc.

Field Sales Support Specialist Job at Tremco CPG Inc.

 ...sustainable future, youve found it with us. Tremco Roofing and Building Maintenance is currently searching for a Field Sales Support Specialist in Springfield, IL. The Field Support Specialist works closely with the Commercial Roofing Sales Representative to... 

BOOT WORLD

Mobile Store Sales Associate (Commercial Sales Driver) Job at BOOT WORLD

 ...customers with fittings and product selection, and support warehouse operations when needed. Interested candidates: Please send resumes...  ...pick and pack customer orders Qualifications: ~ Valid drivers license with a clean driving record. ~ CDL not required ~... 

Green Window Cleaning Services LLC

Commercial Window Cleaning Foreman Job at Green Window Cleaning Services LLC

Benefits:~Bonus based on performance~Competitive salary~Opportunity for advancement~Paid time offGreen Window Cleaning Services, LLC is once again looking to expand and grow our team and is offering career positions. We are currently hiring for the 2025 season... 

TOP Group - Japanese Recruiting Agency

Ocean Freight Operations Agent w/ 1yr of Logistics Operation Exp Job at TOP Group - Japanese Recruiting Agency

Duties and Responsibilities: o Identify, organize and coordinate customer shipping requirements o Accurately and efficiently prepare documents for ocean export shipments; and import documents for distribution to Brokerage Operations and/or customers Brokers o Accurately...

HealthCare Recruiters International

Chiropractic Neurologist Job at HealthCare Recruiters International

 ...Chiropractic Neurologist Carrollwood, FL (Tampa Area)$100,000$140,000 annually (based on experience)$1,000 signing bonus We are seeking an experienced Chiropractic Neurologist to support a growing area of clinical need in Carrollwood, Florida. This role emphasizes...