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

Holder Construction

MEP Manager Job at Holder Construction

Holder Construction, an Atlanta-based commercial construction company with operations throughout the United States, is seeking a highly motivated MEP Manager to join our team in Conesville, GA. Primary Responsibilities Responsible for the specific mechanical and electrical...

BAR Constructors, Inc.

Crane Operator Job at BAR Constructors, Inc.

Job Description: Operate a hydraulic lattice boom or telescoping type crane to hoist and move materials, raise and lower heavy weights and perform other related operations. Licenses and Certifications: Valid, OSHA-recognized crane operator certification (NCCER, NCCCO...

Guthrie

Trainer, Revenue Integrity Job at Guthrie

Summary: The Trainer, Revenue Integrity is responsible for developing and delivering training programs that support accurate and compliant revenue cycle processes. This role ensures that staff across departments understand and adhere to revenue integrity standards, including...

ASK Consulting

Family Nurse Practitioner Job at ASK Consulting

 ...Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment". Job Title: Family Nurse Practitioner Location: Roswell, GA Duration: 06 Months Pay rate: $68.00-$73.00on W2 Responsibilities: Seeking a Family... 

NITELINES USA, INC

Medical Coders-Remote Job at NITELINES USA, INC

 ...4 government institutions and medical treatment facilities across the...  ...TX. Location: Temple, TX (Remote). Hours: Monday through Friday...  .... ~11 paid holidays. Coders needed: Inpatient Coders...  ...Technician (RHIT), Certified Coding Specialist (CCS or CCS-P), or...