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

Functional Restoration San Diego

Contracted Part Time Physical Therapist Position Job at Functional Restoration San Diego

 ...a real difference. Responsibilities Assess each patient and develop an appropriate treatment plan with measurable goals and time frames Prepare and submit clinical and progress summaries based on identified and attained goals Ensure that other treating medical... 

StelloFoods

Live Chat Agent Job at StelloFoods

 ...This is a remote position. At Stello Foods, we believe exceptional customer experiences are the heart of our success. As a Live Chat Agent, you will be the friendly and knowledgeable voice behind our online interactions, helping customers navigate their food and beverage... 

Sky Land and Ocean Travel

Remote Entry Level Travel Coordinator Job at Sky Land and Ocean Travel

 ...Title: We are seeking a detail-oriented and customer-focused Entry Level Travel Coordinators to join our team. In this role, you will support clients by researching destinations, preparing travel quotes, and organizing itineraries for vacations, weekend getaways, and... 

Aramark

Coffee Shop Manager Job at Aramark

 ...Job Description Aramark Healthcare+ is seeking candidates for a Coffee Shop Manager position to oversee specialty coffee dining and assist with other retail operations at Chestnut Hill Hospital, located in Philadelphia, PA. This is a management position, responsible... 

DOCS Dermatology Group

Certified Nurse Practitioner Job at DOCS Dermatology Group

 ...Join One of the Nations Leading Dermatology Networks DOCS Dermatology Group Are you a dedicated Certified Nurse Practitioner with experience in dermatology, looking for a supportive, patient-centered team where your expertise is valued and your career can thrive?...