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

Sportsman's Warehouse

Sr. Manager of Information Security Job at Sportsman's Warehouse

 ...Position Overview: The Senior Manager of Information Security leads enterprise-wide security strategy, risk management, and data protection efforts. This role is responsible for developing and enforcing policies, managing cybersecurity operations, and aligning security... 

LHH

Maintenance Mechanic Job at LHH

 ...LHH Recruitment Solutions has partnered with a growing organization, and they are seeking a motivated Maintenance Mechanic to join their team. You will play a critical role in maintaining and troubleshooting complex mechanical systems across a heavy industrial environment... 

Snappr

Photographer Job at Snappr

 ...Snappr is currently looking for a skilled Food Photographer based in Gainesville, FL to join our team. The ideal candidate will have a strong eye for detail and the creative ability to capture high-quality images of food that highlight texture, color, and presentation... 

Lee Health

Diabetes Educator Job at Lee Health

 ...offered to the qualified candida te. Lee Health is seeking Registered Dietitians OR Registered Nurses experienced Diabetes Educators and Certified Diabetes Care and Education Specialists to help meet the needs our growing Pediatric and Adult diabetes... 

Brightpath Associates LLC

Senior Project Manager Job at Brightpath Associates LLC

Job Description Essential Duties and Responsibilities The Senior Project Managers primary function is oversight of assigned projects, developing new business, and leading the proposal process on designated pursuits. Additionally, duties include, but are not limited...