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

Smith Group of Americas

Administrative Assistant Job at Smith Group of Americas

Position Summary The Administrative Assistant is responsible for maintaining the smooth day-to-day operations of the office, supporting the finance department, to include weekly payroll processing, administrative tasks, and providing HR support as needed under the guidance...

NOLA Education, LLC | Star Academy

Science Curriculum Specialist Job at NOLA Education, LLC | Star Academy

Job Overview: Were seeking a sharp, standards-driven Science Curriculum Specialist for grades 69 to serve as the educational backbone of our content development team. In this role, you will bridge the gap between science standards, engaging content, and hands-on kits...

CNH Industrial

Depot Operations Manager Job at CNH Industrial

 ...Job Description Depot Operations Manager Requisition ID: 2144 Job Location: Lebanon - Indiana - United States Job Family for Posting: Operations Job Type for Job Posting: Full Time About Us Innovation. Sustainability. Productivity. This is how we... 

FOX Rehabilitation

Occupational Therapist Job at FOX Rehabilitation

 ...Our team is growing, and were looking for a top-caliber Occupational Therapist to join us in Falmouth and surrounding locations in Massachusetts...  ...for all employees. In Massachusetts, the standard base pay range for a Full-Time role is $70,000 - $105,000 annually... 

Wimmer Solutions

Senior Estimator Job at Wimmer Solutions

 ...SENIOR ESTIMATOR JOB ID: 24067 LOCATION: Richland, MS Our client is looking for a Senior Estimator who will lead cost estimating for large electrical infrastructure projects. Youll prepare competitive bids, mentor junior estimators, and collaborate with project...