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

Winston Brown Remodeling

Residential Remodeling Interior Designer Job at Winston Brown Remodeling

 ...for details. Strong organizational, time and project management skills....  ...expectations. Job Types: Full-time, Part-time Pay: $30,000.00 - $80,000.00...  ...Monday to Friday Weekends as needed Shift availability: ~ Day Shift (Required) Ability to Commute... 

Midway Service/Vollan Oil

Fuel Truck Driver/Operator Job at Midway Service/Vollan Oil

 ...Job Description Vollan Oil is a family-owned business that has been delivering fuel for over 80 years. We are looking for a qualified fuel delivery truck driver/operator. Basic job functions include: Driving fuel trucks to terminal to pick up loads. Delivery... 

Mindlance

Mainframe Developer Job at Mindlance

 ...Mainframe - Application Support and Maintenance Duration: 12 Months (possible extension or conversion) Location: Jersey City, NJ 07310, onsite 3 days onside Job Description: Key Responsibilities: Provide subject matter expertise and day-to-day support for... 

Valiant Enterprises Inc

Marketing Assistant | Entry Level Job at Valiant Enterprises Inc

 ...individuals eager to take the first step in a career in sales and marketing as an Entry-Level Marketing Assistant. As part of a high...  ..., Communications, or a related field. No prior experience necessary; internships or relevant coursework are a plus. Strong verbal... 

Homesteaders Life Company

Bilingual Customer Service Representative Job at Homesteaders Life Company

 ...As a Bilingual Customer Service Representative, you will provide a wide variety of services to funeral homes funeral home preneed counselors, agents, marketing organizations, account executives, and policy owners with a focus on supporting Spanish-speaking customers, policy...